EverSource Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

EverSource Wealth 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 Q2	$1.24K	Hold	50	–	–	﹤0.01%	3896
2026 Q1	$1.16K	Hold	50	–	–	﹤0.01%	3804
2025 Q4	$1.47K	Hold	50	–	–	﹤0.01%	3602
2025 Q3	$1.68K	Hold	50	–	–	﹤0.01%	3570
2025 Q2	$1.71K	Hold	50	–	–	﹤0.01%	3553
2025 Q1	$1.38K	Hold	50	–	–	﹤0.01%	3100
2024 Q4	$1.56K	Hold	50	–	–	﹤0.01%	2809
2024 Q3	$1.4K	Hold	50	–	–	﹤0.01%	2639
2024 Q2	$1.32K	Sell	50 -63	-56%	-$1.62K	﹤0.01%	2669
2024 Q1	$2.83K	Buy	+113	New	+$2.88K	﹤0.01%	2271
2023 Q2	–	Sell	-255	Closed	-$5.31K	–	2529
2023 Q1	$5.31K	Hold	255	–	–	﹤0.01%	1629
2022 Q4	$4.91K	Buy	+255	New	+$5.14K	﹤0.01%	1608

Other funds holding FINX

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

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

BSCCG

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

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

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

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

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

SCP

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MWM

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

EverSource Wealth Advisors's FINX Position: Q2 2026 in Review

EverSource Wealth Advisors held its Global X FinTech ETF (FINX) position steady in Q2 2026 at 50 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3896.

EverSource Wealth Advisors first reported a position in FINX in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.31K in Q1 2023. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

EverSource Wealth Advisors held 50 shares of Global X FinTech ETF worth $1.24K as of Q2 2026.
EverSource Wealth Advisors left its Global X FinTech ETF share count unchanged in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3896 holding.
EverSource Wealth Advisors first reported a position in Global X FinTech ETF in Q4 2022 and has held it in 12 quarters since.
EverSource Wealth Advisors's Global X FinTech ETF position peaked at $5.31K in Q1 2023.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.