Cetera Investment Advisers
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Cetera Investment Advisers’s Global X FinTech ETF FINX Stock Holding History

Cetera Investment Advisers’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 		$324K Sell
14,014
-71,457
-84% -$1.85M ﹤0.01% 3920
2025
Q4 		$2.52M Buy
85,471
+6,547
+8% +$208K ﹤0.01% 2016
2025
Q3 		$2.65M Buy
78,924
+10,218
+15% +$347K ﹤0.01% 1929
2025
Q2 		$2.35M Buy
68,706
+9,004
+15% +$267K ﹤0.01% 1723
2025
Q1 		$1.65M Buy
59,702
+17,570
+42% +$544K ﹤0.01% 1886
2024
Q4 		$1.32M Buy
42,132
+275
+0.7% +$8.59K ﹤0.01% 1966
2024
Q3 		$1.17M Sell
41,857
-6,624
-14% -$175K ﹤0.01% 2015
2024
Q2 		$1.22M Buy
48,481
+23,596
+95% +$605K ﹤0.01% 1932
2024
Q1 		$693K Sell
24,885
-7,599
-23% -$194K ﹤0.01% 2355
2023
Q4 		$831K Sell
32,484
-7,818
-19% -$168K 0.01% 1215
2023
Q3 		$812K Buy
40,302
+2,043
+5% +$45.3K 0.01% 1143
2023
Q2 		$844K Buy
38,259
+2,619
+7% +$54.7K 0.01% 1133
2023
Q1 		$742K Buy
35,640
+3,578
+11% +$75.1K 0.01% 1187
2022
Q4 		$617K Buy
32,062
+9,729
+44% +$196K 0.01% 1261
2022
Q3 		$453K Buy
22,333
+3,815
+21% +$89.9K 0.01% 1028
2022
Q2 		$394K Buy
18,518
+3,577
+24% +$91.5K 0.01% 1246
2022
Q1 		$478K Buy
14,941
+1,348
+10% +$44.1K 0.01% 1190
2021
Q4 		$544K Buy
13,593
+957
+8% +$45.3K 0.01% 1130
2021
Q3 		$607K Buy
12,636
+1,693
+15% +$82.8K 0.01% 1028
2021
Q2 		$522K Sell
10,943
-4,362
-29% -$200K 0.01% 1104
2021
Q1 		$675K Buy
15,305
+2,242
+17% +$105K 0.01% 830
2020
Q4 		$610K Buy
+13,063
New +$545K 0.01% 874

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers's FINX Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Global X FinTech ETF (FINX) stake by 84% in Q1 2026, selling an estimated $1.85M and leaving 14,014 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #3920.

Cetera Investment Advisers first reported a position in FINX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.65M in Q3 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Cetera Investment Advisers held 14,014 shares of Global X FinTech ETF worth $324K as of Q1 2026.
  • Cetera Investment Advisers sold 71,457 Global X FinTech ETF shares in Q1 2026, an estimated $1.85M.
  • Global X FinTech ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3920 holding.
  • Cetera Investment Advisers first reported a position in Global X FinTech ETF in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Global X FinTech ETF position peaked at $2.65M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.