CIBC Private Wealth Group
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CIBC Private Wealth Group’s Global X FinTech ETF FINX Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-91
Closed -$3.11K – 3162
2025
Q2 		$3.11K Buy
+91
New +$2.7K ﹤0.01% 2555
2024
Q3 		– Sell
-50
Closed -$1.26K – 3173
2024
Q2 		$1.26K Sell
50
-641
-93% -$16.4K ﹤0.01% 2852
2024
Q1 		$18.9K Buy
+691
New +$17.6K ﹤0.01% 2071

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group's FINX Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Global X FinTech ETF (FINX) in Q3 2025, closing a stake of 91 shares — an estimated $3.11K sold.

CIBC Private Wealth Group first reported a position in FINX in Q1 2024 and held it in 3 quarters. The position peaked at $18.9K in Q1 2024. 103 funds tracked by Wall St. Rank hold FINX as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Global X FinTech ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 91 Global X FinTech ETF shares in Q3 2025, an estimated $3.11K.
  • CIBC Private Wealth Group first reported a position in Global X FinTech ETF in Q1 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's Global X FinTech ETF position peaked at $18.9K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.