Envestnet Asset Management
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Envestnet Asset Management’s Global X FinTech ETF FINX Stock Holding History

Envestnet Asset 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
-87,537
Closed -$2.58M – 4754
2025
Q4 		$2.58M Buy
87,537
+10,843
+14% +$344K ﹤0.01% 2640
2025
Q3 		$2.57M Buy
76,694
+10,380
+16% +$353K ﹤0.01% 2719
2025
Q2 		$2.27M Buy
66,314
+6,943
+12% +$206K ﹤0.01% 2739
2025
Q1 		$1.64M Buy
59,371
+19,277
+48% +$597K ﹤0.01% 2860
2024
Q4 		$1.25M Sell
40,094
-2,530
-6% -$79K ﹤0.01% 3008
2024
Q3 		$1.19M Sell
42,624
-7,258
-15% -$192K ﹤0.01% 3010
2024
Q2 		$1.26M Buy
49,882
+24,418
+96% +$626K ﹤0.01% 2880
2024
Q1 		$709K Sell
25,464
-18,391
-42% -$469K ﹤0.01% 3240
2023
Q4 		$1.12M Sell
43,855
-7,708
-15% -$166K ﹤0.01% 2856
2023
Q3 		$1.04M Sell
51,563
-9,268
-15% -$206K ﹤0.01% 2789
2023
Q2 		$1.34M Buy
60,831
+3,642
+6% +$76K ﹤0.01% 2529
2023
Q1 		$1.19M Buy
57,189
+5,340
+10% +$112K ﹤0.01% 2555
2022
Q4 		$998K Sell
51,849
-56,087
-52% -$1.13M ﹤0.01% 2644
2022
Q3 		$2.19M Buy
107,936
+8,430
+8% +$199K ﹤0.01% 2030
2022
Q2 		$2.12M Buy
99,506
+871
+0.9% +$22.3K ﹤0.01% 2065
2022
Q1 		$3.16M Buy
98,635
+4,652
+5% +$152K ﹤0.01% 1912
2021
Q4 		$3.76M Sell
93,983
-4,814
-5% -$228K ﹤0.01% 1756
2021
Q3 		$4.74M Buy
98,797
+6,359
+7% +$311K ﹤0.01% 1583
2021
Q2 		$4.41M Buy
92,438
+31,808
+52% +$1.46M ﹤0.01% 1599
2021
Q1 		$2.68M Buy
60,630
+14,262
+31% +$671K ﹤0.01% 1768
2020
Q4 		$2.17M Buy
46,368
+14,344
+45% +$598K ﹤0.01% 1713
2020
Q3 		$1.22M Buy
32,024
+19,078
+147% +$696K ﹤0.01% 1903
2020
Q2 		$430K Buy
12,946
+2,080
+19% +$61.7K ﹤0.01% 2496
2020
Q1 		$263K Sell
10,866
-2,272
-17% -$67.5K ﹤0.01% 2609
2019
Q4 		$399K Buy
13,138
+3,890
+42% +$114K ﹤0.01% 2605
2019
Q3 		$266K Buy
9,248
+1,511
+20% +$44.5K ﹤0.01% 2723
2019
Q2 		$228K Buy
+7,737
New +$221K ﹤0.01% 2821
2018
Q4 		– Sell
-243,155
Closed -$6.99M – 2889
2018
Q3 		$6.99M Buy
+243,155
New +$6.76M 0.01% 359

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

Envestnet Asset Management's FINX Position: Q1 2026 in Review

Envestnet Asset Management sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 87,537 shares — an estimated $2.58M sold.

Envestnet Asset Management first reported a position in FINX in Q3 2018 and held it in 28 quarters. The position peaked at $6.99M in Q3 2018. 80 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Envestnet Asset Management reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 87,537 Global X FinTech ETF shares in Q1 2026, an estimated $2.58M.
  • Envestnet Asset Management first reported a position in Global X FinTech ETF in Q3 2018 and held it in 28 quarters.
  • Envestnet Asset Management's Global X FinTech ETF position peaked at $6.99M in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.