Duncker Streett & Co’s Global X FinTech ETF FINX Stock Holding History

Duncker Streett & Co’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	$23.7K	Buy	1,025 +6	+0.6%	+$155	﹤0.01%	381
2025 Q4	$30K	Hold	1,019	–	–	0.01%	357
2025 Q3	$34.2K	Sell	1,019 -66	-6%	-$2.24K	0.01%	346
2025 Q2	$37.1K	Hold	1,085	–	–	0.01%	341
2025 Q1	$29.9K	Buy	1,085 +6	+0.6%	+$186	0.01%	347
2024 Q4	$33.7K	Hold	1,079	–	–	0.01%	348
2024 Q3	$30.2K	Buy	1,079 +2	+0.2%	+$53	0.01%	354
2024 Q2	$27.1K	Hold	1,077	–	–	0.01%	356
2024 Q1	$30K	Buy	1,077 +1	+0.1%	+$26	0.01%	349
2023 Q4	$27.5K	Hold	1,076	–	–	0.01%	348
2023 Q3	$21.7K	Buy	1,076 +2	+0.2%	+$44	0.01%	357
2023 Q2	$23.7K	Hold	1,074	–	–	0.01%	346
2023 Q1	$22.4K	Hold	1,074	–	–	0.01%	348
2022 Q4	$20.7K	Hold	1,074	–	–	0.01%	365
2022 Q3	$22K	Buy	1,074 +3	+0.3%	+$71	0.01%	349
2022 Q2	$23K	Hold	1,071	–	–	0.01%	357
2022 Q1	$34K	Buy	1,071 +61	+6%	+$2K	0.01%	339
2021 Q4	$40K	Hold	1,010	–	–	0.01%	356
2021 Q3	$49K	Hold	1,010	–	–	0.01%	339
2021 Q2	$48K	Hold	1,010	–	–	0.01%	343
2021 Q1	$45K	Hold	1,010	–	–	0.01%	345
2020 Q4	$47K	Hold	1,010	–	–	0.01%	343
2020 Q3	$38K	Hold	1,010	–	–	0.01%	335
2020 Q2	$34K	Hold	1,010	–	–	0.01%	341
2020 Q1	$24K	Hold	1,010	–	–	0.01%	377
2019 Q4	$31K	Buy	+1,010	New	+$29.6K	0.01%	392
2019 Q3	–	Sell	-1,010	Closed	-$30K	–	337
2019 Q2	$30K	Hold	1,010	–	–	0.01%	413
2019 Q1	$28K	Buy	+1,010	New	+$25.9K	0.01%	422

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

Duncker Streett & Co's FINX Position: Q1 2026 in Review

Duncker Streett & Co increased its Global X FinTech ETF (FINX) stake by 0.59% in Q1 2026, buying an estimated $155 and bringing the position to 1,025 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Duncker Streett & Co first reported a position in FINX in Q1 2019 and has held it in 28 quarters since. The position peaked at $49K in Q3 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Duncker Streett & Co held 1,025 shares of Global X FinTech ETF worth $23.7K as of Q1 2026.
Duncker Streett & Co bought 6 Global X FinTech ETF shares in Q1 2026, an estimated $155.
Global X FinTech ETF made up ﹤0.01% of Duncker Streett & Co's portfolio in Q1 2026, its #381 holding.
Duncker Streett & Co first reported a position in Global X FinTech ETF in Q1 2019 and has held it in 28 quarters since.
Duncker Streett & Co's Global X FinTech ETF position peaked at $49K in Q3 2021.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.