FAIM
FINX icon

Financial Advocates Investment Management’s Global X FinTech ETF FINX Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-9,377
Closed -$321K – 239
2025
Q2 		$321K Buy
9,377
+280
+3% +$8.31K 0.03% 480
2025
Q1 		$251K Buy
9,097
+178
+2% +$5.51K 0.02% 607
2024
Q4 		$278K Sell
8,919
-4
-0% -$125 0.02% 612
2024
Q3 		$250K Buy
8,923
+115
+1% +$3.04K 0.01% 652
2024
Q2 		$222K Buy
8,808
+160
+2% +$4.11K 0.01% 651
2024
Q1 		$241K Buy
8,648
+65
+0.8% +$1.66K 0.01% 668
2023
Q4 		$219K Buy
+8,583
New +$184K 0.01% 663
2022
Q2 		– Sell
-6,420
Closed -$206K – 717
2022
Q1 		$206K Sell
6,420
-8,150
-56% -$267K 0.01% 681
2021
Q4 		$583K Sell
14,570
-12,622
-46% -$598K 0.04% 447
2021
Q3 		$1.31M Buy
27,192
+480
+2% +$23.5K 0.09% 260
2021
Q2 		$1.27M Buy
26,712
+541
+2% +$24.8K 0.09% 276
2021
Q1 		$1.16M Buy
26,171
+20,423
+355% +$961K 0.08% 282
2020
Q4 		$269K Hold
5,748
– – 0.02% 594
2020
Q3 		$218K Buy
+5,748
New +$210K 0.02% 557

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's FINX Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X FinTech ETF (FINX) in Q3 2025, closing a stake of 9,377 shares — an estimated $321K sold.

Financial Advocates Investment Management first reported a position in FINX in Q3 2020 and held it in 14 quarters. The position peaked at $1.31M in Q3 2021. 103 funds tracked by Wall St. Rank hold FINX as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Global X FinTech ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,377 Global X FinTech ETF shares in Q3 2025, an estimated $321K.
  • Financial Advocates Investment Management first reported a position in Global X FinTech ETF in Q3 2020 and held it in 14 quarters.
  • Financial Advocates Investment Management's Global X FinTech ETF position peaked at $1.31M in Q3 2021.
  • 103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.