CoreCap Advisors’s Global X FinTech ETF FINX Stock Holding History

CoreCap 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	$26.6K	Hold	1,077	–	–	﹤0.01%	1684
2026 Q1	$24.9K	Buy	1,077 +6	+0.6%	+$155	﹤0.01%	1585
2025 Q4	$31.5K	Hold	1,071	–	–	﹤0.01%	1505
2025 Q3	$35.9K	Hold	1,071	–	–	﹤0.01%	1442
2025 Q2	$36.6K	Hold	1,071	–	–	﹤0.01%	1373
2025 Q1	$29.5K	Buy	1,071 +6	+0.6%	+$186	﹤0.01%	1382
2024 Q4	$33.3K	Hold	1,065	–	–	﹤0.01%	1348
2024 Q3	$29.9K	Buy	1,065 +2	+0.2%	+$53	﹤0.01%	1401
2024 Q2	$26.7K	Hold	1,063	–	–	﹤0.01%	808
2024 Q1	$29.6K	Buy	+1,063	New	+$27.1K	﹤0.01%	1317
2022 Q4	$20.4K	Buy	+1,060	New	+$21.4K	﹤0.01%	1295
2022 Q3	–	Sell	-1,058	Closed	-$23K	–	1054
2022 Q2	$23K	Buy	+1,058	New	+$27.1K	﹤0.01%	1190
2022 Q1	–	Sell	-1,000	Closed	-$40K	–	1060
2021 Q4	$40K	Buy	+1,000	New	+$47.4K	﹤0.01%	1075

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

CoreCap Advisors's FINX Position: Q2 2026 in Review

CoreCap Advisors held its Global X FinTech ETF (FINX) position steady in Q2 2026 at 1,077 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

CoreCap Advisors first reported a position in FINX in Q4 2021 and has held it in 13 quarters since. The position peaked at $40K in Q4 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

CoreCap Advisors held 1,077 shares of Global X FinTech ETF worth $26.6K as of Q2 2026.
CoreCap Advisors left its Global X FinTech ETF share count unchanged in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1684 holding.
CoreCap Advisors first reported a position in Global X FinTech ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Global X FinTech ETF position peaked at $40K in Q4 2021.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.