CDKV Holdings’s Global X FinTech ETF FINX Stock Holding History

CDKV Holdings’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	$29.9K	Sell	1,210 -47	-4%	-$1.17K	0.02%	160
2026 Q1	$29K	Buy	1,257 +5	+0.4%	+$129	0.03%	155
2025 Q4	$36.9K	Buy	+1,252	New	+$39.7K	0.03%	146

Other funds holding FINX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

CDKV Holdings's FINX Position: Q2 2026 in Review

CDKV Holdings reduced its Global X FinTech ETF (FINX) stake by 3.7% in Q2 2026, selling an estimated $1.17K and leaving 1,210 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #160.

CDKV Holdings first reported a position in FINX in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.9K in Q4 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

CDKV Holdings held 1,210 shares of Global X FinTech ETF worth $29.9K as of Q2 2026.
CDKV Holdings sold 47 Global X FinTech ETF shares in Q2 2026, an estimated $1.17K.
Global X FinTech ETF made up 0.02% of CDKV Holdings's portfolio in Q2 2026, its #160 holding.
CDKV Holdings first reported a position in Global X FinTech ETF in Q4 2025 and has held it in 3 quarters since.
CDKV Holdings's Global X FinTech ETF position peaked at $36.9K in Q4 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on CDKV Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.