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Gerber Kawasaki Wealth & Investment Management’s Global X FinTech ETF FINX Stock Holding History

Gerber Kawasaki Wealth & 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
2026
Q2 		– Sell
-15,067
Closed -$292K – 378
2026
Q1 		$292K Sell
15,067
-115,756
-88% -$2.99M 0.01% 286
2025
Q4 		$3.85M Buy
130,823
+206
+0.2% +$6.54K 0.13% 90
2025
Q3 		$4.38M Sell
130,617
-5,748
-4% -$195K 0.15% 84
2025
Q2 		$4.67M Buy
136,365
+14,622
+12% +$434K 0.18% 82
2025
Q1 		$3.36M Sell
121,743
-8,215
-6% -$254K 0.15% 83
2024
Q4 		$4.06M Sell
129,958
-2,383
-2% -$74.5K 0.18% 75
2024
Q3 		$3.71M Buy
132,341
+11,264
+9% +$297K 0.17% 79
2024
Q2 		$3.05M Sell
121,077
-2,029
-2% -$52.1K 0.15% 83
2024
Q1 		$3.43M Sell
123,106
-20,303
-14% -$518K 0.19% 79
2023
Q4 		$3.67M Sell
143,409
-13,895
-9% -$298K 0.22% 72
2023
Q3 		$3.17M Buy
157,304
+159
+0.1% +$3.53K 0.22% 78
2023
Q2 		$3.47M Buy
157,145
+4,635
+3% +$96.8K 0.23% 77
2023
Q1 		$3.18M Sell
152,510
-3,712
-2% -$77.9K 0.25% 73
2022
Q4 		$3.01M Sell
156,222
-3,536
-2% -$71.2K 0.27% 75
2022
Q3 		$3.24M Sell
159,758
-10,230
-6% -$241K 0.3% 63
2022
Q2 		$3.62M Buy
169,988
+36,817
+28% +$942K 0.34% 61
2022
Q1 		$4.26M Buy
133,171
+103,243
+345% +$3.38M 0.35% 51
2021
Q4 		$1.2M Buy
29,928
+29,758
+17,505% +$1.41M 0.1% 96
2021
Q3 		$8K Buy
+170
New +$8.32K ﹤0.01% 680

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FINX Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Global X FinTech ETF (FINX) in Q2 2026, closing a stake of 15,067 shares — an estimated $292K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FINX in Q3 2021 and held it in 19 quarters. The position peaked at $4.67M in Q2 2025. 44 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Global X FinTech ETF position as of Q2 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 15,067 Global X FinTech ETF shares in Q2 2026, an estimated $292K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Global X FinTech ETF in Q3 2021 and held it in 19 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Global X FinTech ETF position peaked at $4.67M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.