Darwin Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Darwin Wealth 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 Q1	–	Sell	-392	Closed	-$11.5K	–	642
2025 Q4	$11.5K	Hold	392	–	–	﹤0.01%	365
2025 Q3	$13.1K	Hold	392	–	–	﹤0.01%	345
2025 Q2	$13.4K	Buy	+392	New	+$11.6K	﹤0.01%	326

Other funds holding FINX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

SCP

Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Darwin Wealth Management's FINX Position: Q1 2026 in Review

Darwin Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 392 shares — an estimated $11.5K sold.

Darwin Wealth Management first reported a position in FINX in Q2 2025 and held it in 3 quarters. The position peaked at $13.4K in Q2 2025. 80 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Darwin Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
Darwin Wealth Management sold 392 Global X FinTech ETF shares in Q1 2026, an estimated $11.5K.
Darwin Wealth Management first reported a position in Global X FinTech ETF in Q2 2025 and held it in 3 quarters.
Darwin Wealth Management's Global X FinTech ETF position peaked at $13.4K in Q2 2025.
80 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.