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Garde Capital’s Global X FinTech ETF FINX Stock Holding History

Garde Capital’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
-12
Closed -$405 – 452
2025
Q2 		$405 Hold
12
– – ﹤0.01% 746
2025
Q1 		$326 Buy
+12
New +$371 ﹤0.01% 743

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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 $210M AUM 28.65% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

Garde Capital's FINX Position: Q3 2025 in Review

Garde Capital sold out of Global X FinTech ETF (FINX) in Q3 2025, closing a stake of 12 shares — an estimated $405 sold.

Garde Capital first reported a position in FINX in Q1 2025 and held it in 2 quarters. The position peaked at $405 in Q2 2025. 103 funds tracked by Wall St. Rank hold FINX as of Q3 2025.

  • Garde Capital reported no remaining Global X FinTech ETF position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 12 Global X FinTech ETF shares in Q3 2025, an estimated $405.
  • Garde Capital first reported a position in Global X FinTech ETF in Q1 2025 and held it in 2 quarters.
  • Garde Capital's Global X FinTech ETF position peaked at $405 in Q2 2025.
  • 103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.