Blue Trust Inc’s Global X FinTech ETF FINX Stock Holding History

Blue Trust Inc’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 Q4	–	Sell	-30	Closed	-$1.01K	–	2595
2025 Q3	$1.01K	Buy	+30	New	+$1.02K	﹤0.01%	2323
2024 Q3	–	Sell	-66	Closed	-$1.84K	–	2932
2024 Q2	$1.84K	Hold	66	–	–	﹤0.01%	2456
2024 Q1	$1.84K	Buy	+66	New	+$1.68K	﹤0.01%	1841
2023 Q2	–	Sell	-950	Closed	-$18K	–	2182
2023 Q1	$18K	Buy	+950	New	+$19.9K	﹤0.01%	1399

Other funds holding FINX

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Blue Trust Inc's FINX Position: Q4 2025 in Review

Blue Trust Inc sold out of Global X FinTech ETF (FINX) in Q4 2025, closing a stake of 30 shares — an estimated $1.01K sold.

Blue Trust Inc first reported a position in FINX in Q1 2023 and held it in 4 quarters. The position peaked at $18K in Q1 2023. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

Blue Trust Inc reported no remaining Global X FinTech ETF position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 30 Global X FinTech ETF shares in Q4 2025, an estimated $1.01K.
Blue Trust Inc first reported a position in Global X FinTech ETF in Q1 2023 and held it in 4 quarters.
Blue Trust Inc's Global X FinTech ETF position peaked at $18K in Q1 2023.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.