Cox Capital Management’s Global X FinTech ETF FINX Stock Holding History

Cox Capital 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	$580K	Buy	+23,479	New	+$585K	0.32%	64
2024 Q1	–	Sell	-41,761	Closed	-$1.07M	–	72
2023 Q4	$1.07M	Buy	+41,761	New	+$897K	0.7%	51
2023 Q1	–	Sell	-50,602	Closed	-$974K	–	77
2022 Q4	$974K	Buy	+50,602	New	+$1.02M	0.63%	57

Other funds holding FINX

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

NFG

Northbridge Financial Group Tampa, Florida $261M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Cox Capital Management's FINX Position: Q2 2026 in Review

Cox Capital Management opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 23,479 shares worth $580K. The stake represents 0.32% of the portfolio and ranks #64 among its holdings. This is a return to the name: Cox Capital Management previously reported a position in FINX as recently as Q4 2023.

Cox Capital Management first reported a position in FINX in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2023. 7 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Cox Capital Management held 23,479 shares of Global X FinTech ETF worth $580K as of Q2 2026.
Global X FinTech ETF was a new Cox Capital Management position in Q2 2026.
Global X FinTech ETF made up 0.32% of Cox Capital Management's portfolio in Q2 2026, its #64 holding.
Cox Capital Management first reported a position in Global X FinTech ETF in Q4 2022 and has held it in 3 quarters since.
Cox Capital Management's Global X FinTech ETF position peaked at $1.07M in Q4 2023.
7 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.