DHJJ Financial Advisors’s Global X FinTech ETF FINX Stock Holding History

DHJJ Financial 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 Q1	$278	Hold	12	–	–	﹤0.01%	963
2025 Q4	$354	Hold	12	–	–	﹤0.01%	893
2025 Q3	$403	Hold	12	–	–	﹤0.01%	848
2025 Q2	$411	Hold	12	–	–	﹤0.01%	822
2025 Q1	$331	Hold	12	–	–	﹤0.01%	796
2024 Q4	$375	Hold	12	–	–	﹤0.01%	754
2024 Q3	$337	Hold	12	–	–	﹤0.01%	744
2024 Q2	$302	Hold	12	–	–	﹤0.01%	705
2024 Q1	$335	Hold	12	–	–	﹤0.01%	684
2023 Q4	$307	Hold	12	–	–	﹤0.01%	677
2023 Q3	$242	Buy	+12	New	+$266	﹤0.01%	696

Other funds holding FINX

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

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

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

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

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

BSCCG

Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

SCP

Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DHJJ Financial Advisors's FINX Position: Q1 2026 in Review

DHJJ Financial Advisors held its Global X FinTech ETF (FINX) position steady in Q1 2026 at 12 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #963.

DHJJ Financial Advisors first reported a position in FINX in Q3 2023 and has held it in 11 quarters since. The position peaked at $411 in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

DHJJ Financial Advisors held 12 shares of Global X FinTech ETF worth $278 as of Q1 2026.
DHJJ Financial Advisors left its Global X FinTech ETF share count unchanged in Q1 2026.
Global X FinTech ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #963 holding.
DHJJ Financial Advisors first reported a position in Global X FinTech ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Global X FinTech ETF position peaked at $411 in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.