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 Q3	–	Sell	-23,479	Closed	-$580K	–	78
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

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CDKV Holdings Denver, Colorado $132M AUM 13.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cox Capital Management's FINX Position: Q3 2026 in Review

Cox Capital Management sold out of Global X FinTech ETF (FINX) in Q3 2026, closing a stake of 23,479 shares — an estimated $580K sold.

Cox Capital Management first reported a position in FINX in Q4 2022 and held it in 3 quarters. The position peaked at $1.07M in Q4 2023. 19 funds tracked by Wall St. Rank hold FINX as of Q3 2026.

Cox Capital Management reported no remaining Global X FinTech ETF position as of Q3 2026 after selling out during the quarter.
Cox Capital Management sold 23,479 Global X FinTech ETF shares in Q3 2026, an estimated $580K.
Cox Capital Management first reported a position in Global X FinTech ETF in Q4 2022 and held it in 3 quarters.
Cox Capital Management's Global X FinTech ETF position peaked at $1.07M in Q4 2023.
19 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.