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Atria Wealth Solutions’s Global X FinTech ETF FINX Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-8,955
Closed -$281K – 1932
2024
Q4 		$281K Hold
8,955
– – ﹤0.01% 1596
2024
Q3 		$251K Sell
8,955
-1,809
-17% -$47.8K ﹤0.01% 1619
2024
Q2 		$271K Sell
10,764
-4,410
-29% -$113K ﹤0.01% 1568
2024
Q1 		$423K Sell
15,174
-1,145
-7% -$29.2K ﹤0.01% 1346
2023
Q4 		$417K Sell
16,319
-2,470
-13% -$53.1K 0.01% 1307
2023
Q3 		$378K Buy
18,789
+698
+4% +$15.5K 0.01% 1275
2023
Q2 		$400K Sell
18,091
-378
-2% -$7.89K 0.01% 1270
2023
Q1 		$385K Sell
18,469
-1,176
-6% -$24.7K 0.01% 1289
2022
Q4 		$378K Sell
19,645
-2,616
-12% -$52.7K 0.01% 1229
2022
Q3 		$451K Buy
22,261
+1,722
+8% +$40.6K 0.01% 1078
2022
Q2 		$439K Buy
20,539
+13,902
+209% +$356K 0.01% 1039
2022
Q1 		$213K Buy
+6,637
New +$217K ﹤0.01% 1553

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Wealth Solutions's FINX Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Global X FinTech ETF (FINX) in Q1 2025, closing a stake of 8,955 shares — an estimated $281K sold.

Atria Wealth Solutions first reported a position in FINX in Q1 2022 and held it in 12 quarters. The position peaked at $451K in Q3 2022. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Global X FinTech ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,955 Global X FinTech ETF shares in Q1 2025, an estimated $281K.
  • Atria Wealth Solutions first reported a position in Global X FinTech ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Global X FinTech ETF position peaked at $451K in Q3 2022.
  • 98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.