AssetMark Inc’s Global X FinTech ETF FINX Stock Holding History

AssetMark Inc’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	–	Sell	-5	Closed	-$116	–	3595
2026 Q1	$116	Buy	+5	New	+$129	﹤0.01%	3369
2021 Q1	–	Sell	-147	Closed	-$7K	–	1394
2020 Q4	$7K	Hold	147	–	–	﹤0.01%	968
2020 Q3	$6K	Buy	+147	New	+$5.36K	﹤0.01%	961

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

AssetMark Inc's FINX Position: Q2 2026 in Review

AssetMark Inc sold out of Global X FinTech ETF (FINX) in Q2 2026, closing a stake of 5 shares — an estimated $116 sold.

AssetMark Inc first reported a position in FINX in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

AssetMark Inc reported no remaining Global X FinTech ETF position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 5 Global X FinTech ETF shares in Q2 2026, an estimated $116.
AssetMark Inc first reported a position in Global X FinTech ETF in Q3 2020 and held it in 3 quarters.
AssetMark Inc's Global X FinTech ETF position peaked at $7K in Q4 2020.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.