Cheviot Value Management’s Global X FinTech ETF FINX Stock Holding History

Cheviot Value Management’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	$3.09K	Sell	125 -200	-62%	-$4.98K	﹤0.01%	355
2026 Q1	$7.51K	Hold	325	–	–	﹤0.01%	296
2025 Q4	$9.19K	Hold	325	–	–	﹤0.01%	289
2025 Q3	$11.3K	Hold	325	–	–	﹤0.01%	301
2025 Q2	$10.6K	Hold	325	–	–	﹤0.01%	281
2025 Q1	$9.27K	Buy	+325	New	+$10.1K	﹤0.01%	287

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 40.89% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Cheviot Value Management's FINX Position: Q2 2026 in Review

Cheviot Value Management reduced its Global X FinTech ETF (FINX) stake by 62% in Q2 2026, selling an estimated $4.98K and leaving 125 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Cheviot Value Management first reported a position in FINX in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.3K in Q3 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Cheviot Value Management held 125 shares of Global X FinTech ETF worth $3.09K as of Q2 2026.
Cheviot Value Management sold 200 Global X FinTech ETF shares in Q2 2026, an estimated $4.98K.
Global X FinTech ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #355 holding.
Cheviot Value Management first reported a position in Global X FinTech ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Global X FinTech ETF position peaked at $11.3K in Q3 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.