Asset Dedication LLC’s Global X FinTech ETF FINX Stock Holding History

Asset Dedication LLC’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.83K	Hold	155	–	–	﹤0.01%	950
2026 Q1	$3.58K	Hold	155	–	–	﹤0.01%	903
2025 Q4	$4.56K	Hold	155	–	–	﹤0.01%	909
2025 Q3	$5.2K	Hold	155	–	–	﹤0.01%	901
2025 Q2	$5.3K	Hold	155	–	–	﹤0.01%	916
2025 Q1	$4.27K	Hold	155	–	–	﹤0.01%	874
2024 Q4	$4.84K	Hold	155	–	–	﹤0.01%	865
2024 Q3	$4.34K	Hold	155	–	–	﹤0.01%	921
2024 Q2	$3.9K	Buy	+155	New	+$3.98K	﹤0.01%	969

Other funds holding FINX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCP

Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Asset Dedication LLC's FINX Position: Q2 2026 in Review

Asset Dedication LLC held its Global X FinTech ETF (FINX) position steady in Q2 2026 at 155 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Asset Dedication LLC first reported a position in FINX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.3K in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Asset Dedication LLC held 155 shares of Global X FinTech ETF worth $3.83K as of Q2 2026.
Asset Dedication LLC left its Global X FinTech ETF share count unchanged in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #950 holding.
Asset Dedication LLC first reported a position in Global X FinTech ETF in Q2 2024 and has held it in 9 quarters since.
Asset Dedication LLC's Global X FinTech ETF position peaked at $5.3K in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.