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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Buy	+7,000	New	+$240K	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	+$218K	0.03%	228