Global Retirement Partners’s Global X FinTech ETF FINX Stock Holding History

Global Retirement Partners’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	$6.2K	Buy	+251	New	+$6.26K	﹤0.01%	3618
2025 Q4	$7.39K	Hold	251	–	–	﹤0.01%	3282
2025 Q3	$8.41K	Hold	251	–	–	﹤0.01%	2766
2025 Q2	$8.59K	Buy	+251	New	+$7.45K	﹤0.01%	2675
2024 Q4	$7.84K	Buy	251 +166	+195%	+$5.19K	﹤0.01%	2485
2024 Q3	$2.38K	Hold	85	–	–	﹤0.01%	2882
2024 Q2	$2.14K	Hold	85	–	–	﹤0.01%	2944
2024 Q1	$2.37K	Buy	+85	New	+$2.17K	﹤0.01%	2683
2021 Q2	–	Sell	-150	Closed	-$7K	–	1887
2021 Q1	$7K	Buy	+150	New	+$7.05K	﹤0.01%	1385

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

Global Retirement Partners's FINX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 251 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #3618 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FINX as recently as Q4 2025.

Global Retirement Partners first reported a position in FINX in Q1 2021 and has held it in 9 quarters since. The position peaked at $8.59K in Q2 2025. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Global Retirement Partners held 251 shares of Global X FinTech ETF worth $6.2K as of Q2 2026.
Global X FinTech ETF was a new Global Retirement Partners position in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3618 holding.
Global Retirement Partners first reported a position in Global X FinTech ETF in Q1 2021 and has held it in 9 quarters since.
Global Retirement Partners's Global X FinTech ETF position peaked at $8.59K in Q2 2025.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.