Gerber LLC’s Global X FinTech ETF FINX Stock Holding History

Gerber LLC’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 Q1	–	Sell	-6,570	Closed	-$205K	–	91
2024 Q4	$205K	Buy	+6,570	New	+$205K	0.15%	83

Other funds holding FINX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gerber LLC's FINX Position: Q1 2025 in Review

Gerber LLC sold out of Global X FinTech ETF (FINX) in Q1 2025, closing a stake of 6,570 shares — an estimated $205K sold.

Gerber LLC first reported a position in FINX in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

Gerber LLC reported no remaining Global X FinTech ETF position as of Q1 2025 after selling out during the quarter.
Gerber LLC sold 6,570 Global X FinTech ETF shares in Q1 2025, an estimated $205K.
Gerber LLC first reported a position in Global X FinTech ETF in Q4 2024 and held it in 1 quarter.
Gerber LLC's Global X FinTech ETF position peaked at $205K in Q4 2024.
98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on Gerber LLC's 13F filing for Q1 2025, filed 23 Apr 2025.