Cascade Financial Partners’s Global X FinTech ETF FINX Stock Holding History

Cascade Financial Partners’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	–	Sell	-7,000	Closed	-$206K	–	274
2025 Q4	$206K	Hold	7,000	–	–	0.02%	259
2025 Q3	$235K	Hold	7,000	–	–	0.03%	235
2025 Q2	$240K	Buy	+7,000	New	+$208K	0.03%	230
2025 Q1	–	Sell	-7,400	Closed	-$231K	–	247
2024 Q4	$231K	Hold	7,400	–	–	0.03%	223
2024 Q3	$218K	Buy	+7,400	New	+$195K	0.03%	228

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

BSCCG

Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 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

Cascade Financial Partners's FINX Position: Q1 2026 in Review

Cascade Financial Partners sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 7,000 shares — an estimated $206K sold.

Cascade Financial Partners first reported a position in FINX in Q3 2024 and held it in 5 quarters. The position peaked at $240K in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Cascade Financial Partners reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
Cascade Financial Partners sold 7,000 Global X FinTech ETF shares in Q1 2026, an estimated $206K.
Cascade Financial Partners first reported a position in Global X FinTech ETF in Q3 2024 and held it in 5 quarters.
Cascade Financial Partners's Global X FinTech ETF position peaked at $240K in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.