Blue Bell Private Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Blue Bell Private Wealth Management’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	$621	Hold	25	–	–	﹤0.01%	690
2026 Q1	$581	Hold	25	–	–	﹤0.01%	694
2025 Q4	$740	Hold	25	–	–	﹤0.01%	683
2025 Q3	$843	Hold	25	–	–	﹤0.01%	688
2025 Q2	$861	Hold	25	–	–	﹤0.01%	685
2025 Q1	$693	Hold	25	–	–	﹤0.01%	688
2024 Q4	$785	Hold	25	–	–	﹤0.01%	640
2024 Q3	$705	Hold	25	–	–	﹤0.01%	664
2024 Q2	$633	Hold	25	–	–	﹤0.01%	687
2024 Q1	$701	Hold	25	–	–	﹤0.01%	695
2023 Q4	$643	Hold	25	–	–	﹤0.01%	693
2023 Q3	$507	Hold	25	–	–	﹤0.01%	663
2023 Q2	$555	Hold	25	–	–	﹤0.01%	671
2023 Q1	$524	Hold	25	–	–	﹤0.01%	647
2022 Q4	$484	Hold	25	–	–	﹤0.01%	675
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	668
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	716
2022 Q1	$1K	Buy	25 +6	+32%	+$196	﹤0.01%	780
2021 Q4	$1K	Buy	+19	New	+$900	﹤0.01%	767

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

Blue Bell Private Wealth Management's FINX Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Global X FinTech ETF (FINX) position steady in Q2 2026 at 25 shares worth $621. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Blue Bell Private Wealth Management first reported a position in FINX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1K in Q3 2022. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Blue Bell Private Wealth Management held 25 shares of Global X FinTech ETF worth $621 as of Q2 2026.
Blue Bell Private Wealth Management left its Global X FinTech ETF share count unchanged in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #690 holding.
Blue Bell Private Wealth Management first reported a position in Global X FinTech ETF in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Global X FinTech ETF position peaked at $1K in Q3 2022.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.