Coppell Advisory Solutions’s Global X FinTech ETF FINX Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-150	Closed	-$4.71K	–	854
2024 Q4	$4.71K	Hold	150	–	–	﹤0.01%	1340
2024 Q3	$4.21K	Buy	150 +15	+11%	+$396	﹤0.01%	1295
2024 Q2	$3.4K	Buy	+135	New	+$3.46K	﹤0.01%	1281
2023 Q4	$2.56K	Hold	100	–	–	﹤0.01%	1244
2023 Q3	$1.93K	Hold	100	–	–	﹤0.01%	862
2023 Q2	$2.19K	Buy	+100	New	+$2.09K	﹤0.01%	1005
2023 Q1	–	Sell	-100	Closed	-$1.93K	–	512
2022 Q4	$1.93K	Buy	+100	New	+$2.01K	﹤0.01%	863

Other funds holding FINX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Coppell Advisory Solutions's FINX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Global X FinTech ETF (FINX) in Q1 2025, closing a stake of 150 shares — an estimated $4.71K sold.

Coppell Advisory Solutions first reported a position in FINX in Q4 2022 and held it in 7 quarters. The position peaked at $4.71K in Q4 2024. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

Coppell Advisory Solutions reported no remaining Global X FinTech ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 150 Global X FinTech ETF shares in Q1 2025, an estimated $4.71K.
Coppell Advisory Solutions first reported a position in Global X FinTech ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Global X FinTech ETF position peaked at $4.71K in Q4 2024.
98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.