CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X FinTech ETF FINX Stock Holding History

CAPTRUST Financial 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
2025
Q1 		– Sell
-8,552
Closed -$267K – 2388
2024
Q4 		$267K Sell
8,552
-769
-8% -$24K ﹤0.01% 1980
2024
Q3 		$261K Sell
9,321
-4,418
-32% -$117K ﹤0.01% 1961
2024
Q2 		$346K Buy
13,739
+2,775
+25% +$71.2K ﹤0.01% 1724
2024
Q1 		$305K Sell
10,964
-3,731
-25% -$95.2K ﹤0.01% 1763
2023
Q4 		$376K Sell
14,695
-3,550
-19% -$76.2K ﹤0.01% 1955
2023
Q3 		$367K Buy
18,245
+1,120
+7% +$24.8K ﹤0.01% 1857
2023
Q2 		$378K Buy
+17,125
New +$358K ﹤0.01% 1809
2022
Q3 		– Sell
-7,783
Closed -$166K – 2740
2022
Q2 		$166K Sell
7,783
-3,682
-32% -$94.2K ﹤0.01% 1830
2022
Q1 		$367K Buy
11,465
+5
+0% +$164 ﹤0.01% 1315
2021
Q4 		$483K Sell
11,460
-1,305
-10% -$61.8K ﹤0.01% 1144
2021
Q3 		$613K Buy
12,765
+5,385
+73% +$263K 0.01% 946
2021
Q2 		$352K Hold
7,380
– – ﹤0.01% 1163
2021
Q1 		$326K Buy
7,380
+25
+0.3% +$1.18K ﹤0.01% 1188
2020
Q4 		$344K Buy
7,355
+1,480
+25% +$61.7K ﹤0.01% 961
2020
Q3 		$227K Buy
5,875
+490
+9% +$17.9K ﹤0.01% 981
2020
Q2 		$182K Buy
+5,385
New +$160K ﹤0.01% 1072
2019
Q4 		– Sell
-115
Closed -$3K – 1278
2019
Q3 		$3K Buy
115
+50
+77% +$1.47K ﹤0.01% 1731
2019
Q2 		$2K Buy
+65
New +$1.86K ﹤0.01% 1801

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors's FINX Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of Global X FinTech ETF (FINX) in Q1 2025, closing a stake of 8,552 shares — an estimated $267K sold.

CAPTRUST Financial Advisors first reported a position in FINX in Q2 2019 and held it in 18 quarters. The position peaked at $613K in Q3 2021. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining Global X FinTech ETF position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 8,552 Global X FinTech ETF shares in Q1 2025, an estimated $267K.
  • CAPTRUST Financial Advisors first reported a position in Global X FinTech ETF in Q2 2019 and held it in 18 quarters.
  • CAPTRUST Financial Advisors's Global X FinTech ETF position peaked at $613K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.