Clearwater Capital Advisors’s Global X FinTech ETF FINX Stock Holding History

Clearwater Capital Advisors’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	$229K	Buy	+9,259	New	+$231K	0.02%	173

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

Clearwater Capital Advisors's FINX Position: Q2 2026 in Review

Clearwater Capital Advisors opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 9,259 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings.

79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Clearwater Capital Advisors held 9,259 shares of Global X FinTech ETF worth $229K as of Q2 2026.
Global X FinTech ETF was a new Clearwater Capital Advisors position in Q2 2026.
Global X FinTech ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #173 holding.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.