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Carlson Financial’s Global X FinTech ETF FINX Stock Holding History

Carlson Financial’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 		$223K Sell
9,027
-96
-1% -$2.39K 0.11% 173
2026
Q1 		$211K Buy
9,123
+8
+0.1% +$207 0.12% 165
2025
Q4 		$268K Buy
+9,115
New +$289K 0.16% 142

Other funds holding FINX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Carlson Financial's FINX Position: Q2 2026 in Review

Carlson Financial reduced its Global X FinTech ETF (FINX) stake by 1.1% in Q2 2026, selling an estimated $2.39K and leaving 9,027 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #173.

Carlson Financial first reported a position in FINX in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q4 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Carlson Financial held 9,027 shares of Global X FinTech ETF worth $223K as of Q2 2026.
  • Carlson Financial sold 96 Global X FinTech ETF shares in Q2 2026, an estimated $2.39K.
  • Global X FinTech ETF made up 0.11% of Carlson Financial's portfolio in Q2 2026, its #173 holding.
  • Carlson Financial first reported a position in Global X FinTech ETF in Q4 2025 and has held it in 3 quarters since.
  • Carlson Financial's Global X FinTech ETF position peaked at $268K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.