Beacon Pointe Advisors’s Global X FinTech ETF FINX Stock Holding History

Beacon Pointe Advisors’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	$212K	Buy	+8,600	New	+$214K	﹤0.01%	1782
2026 Q1	–	Sell	-8,600	Closed	-$253K	–	1859
2025 Q4	$253K	Hold	8,600	–	–	﹤0.01%	1345
2025 Q3	$288K	Buy	8,600 +868	+11%	+$29.5K	﹤0.01%	1198
2025 Q2	$265K	Hold	7,732	–	–	﹤0.01%	1092
2025 Q1	$213K	Hold	7,732	–	–	﹤0.01%	1135
2024 Q4	$241K	Hold	7,732	–	–	﹤0.01%	1089
2024 Q3	$217K	Buy	+7,732	New	+$204K	﹤0.01%	1137
2024 Q2	–	Sell	-7,732	Closed	-$215K	–	1316
2024 Q1	$215K	Sell	7,732 -500	-6%	-$12.8K	﹤0.01%	1238
2023 Q4	$210K	Buy	+8,232	New	+$177K	﹤0.01%	1206
2023 Q2	–	Sell	-9,686	Closed	-$202K	–	1116
2023 Q1	$202K	Buy	+9,686	New	+$203K	﹤0.01%	1072
2022 Q2	–	Sell	-8,886	Closed	-$285K	–	1108
2022 Q1	$285K	Buy	8,886 +1,100	+14%	+$36K	﹤0.01%	1000
2021 Q4	$312K	Sell	7,786 -1,100	-12%	-$52.1K	0.01%	718
2021 Q3	$427K	Buy	+8,886	New	+$435K	0.01%	584

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 40.91% 1-Year Est. Return

MWM

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

Beacon Pointe Advisors's FINX Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 8,600 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1782 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in FINX as recently as Q4 2025.

Beacon Pointe Advisors first reported a position in FINX in Q3 2021 and has held it in 13 quarters since. The position peaked at $427K in Q3 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Beacon Pointe Advisors held 8,600 shares of Global X FinTech ETF worth $212K as of Q2 2026.
Global X FinTech ETF was a new Beacon Pointe Advisors position in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1782 holding.
Beacon Pointe Advisors first reported a position in Global X FinTech ETF in Q3 2021 and has held it in 13 quarters since.
Beacon Pointe Advisors's Global X FinTech ETF position peaked at $427K in Q3 2021.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.