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 Q2	$3.74M	Buy	151,521 +20,874	+16%	+$520K	1.6%	21
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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blue Sky Capital Consultants Group's FINX Position: Q2 2026 in Review

Blue Sky Capital Consultants Group increased its Global X FinTech ETF (FINX) stake by 16% in Q2 2026, buying an estimated $520K and bringing the position to 151,521 shares worth $3.74M. The position accounts for 1.6% of the portfolio, ranked #21.

Blue Sky Capital Consultants Group first reported a position in FINX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.61M in Q3 2025. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Blue Sky Capital Consultants Group held 151,521 shares of Global X FinTech ETF worth $3.74M as of Q2 2026.
Blue Sky Capital Consultants Group bought 20,874 Global X FinTech ETF shares in Q2 2026, an estimated $520K.
Global X FinTech ETF made up 1.6% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #21 holding.
Blue Sky Capital Consultants Group first reported a position in Global X FinTech ETF in Q4 2024 and has held it in 7 quarters since.
Blue Sky Capital Consultants Group's Global X FinTech ETF position peaked at $4.61M in Q3 2025.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.