Blue Sky Capital Consultants Group’s Global X FinTech ETF FINX Stock Holding History

Blue Sky Capital Consultants Group’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 Q1	$3.02M	Sell	130,647 -9,389	-7%	-$243K	1.44%	22
2025 Q4	$4.12M	Buy	140,036 +2,372	+2%	+$75.3K	1.79%	18
2025 Q3	$4.61M	Buy	137,664 +3,384	+3%	+$115K	2%	17
2025 Q2	$4.6M	Buy	134,280 +3,189	+2%	+$94.7K	2.31%	16
2025 Q1	$3.61M	Buy	131,091 +2,481	+2%	+$76.8K	2.36%	15
2024 Q4	$4.02M	Buy	+128,610	New	+$4.02M	2.41%	16

Other funds holding FINX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

SCP

Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Sky Capital Consultants Group's FINX Position: Q1 2026 in Review

Blue Sky Capital Consultants Group reduced its Global X FinTech ETF (FINX) stake by 6.7% in Q1 2026, selling an estimated $243K and leaving 130,647 shares worth $3.02M. The position accounts for 1.44% of the portfolio, ranked #22.

Blue Sky Capital Consultants Group first reported a position in FINX in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.61M in Q3 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Blue Sky Capital Consultants Group held 130,647 shares of Global X FinTech ETF worth $3.02M as of Q1 2026.
Blue Sky Capital Consultants Group sold 9,389 Global X FinTech ETF shares in Q1 2026, an estimated $243K.
Global X FinTech ETF made up 1.44% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #22 holding.
Blue Sky Capital Consultants Group first reported a position in Global X FinTech ETF in Q4 2024 and has held it in 6 quarters since.
Blue Sky Capital Consultants Group's Global X FinTech ETF position peaked at $4.61M in Q3 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.