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
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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Global Retirement Partners's FINX Position: Q4 2025 in Review

Global Retirement Partners held its Global X FinTech ETF (FINX) position steady in Q4 2025 at 251 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Global Retirement Partners first reported a position in FINX in Q1 2021 and has held it in 8 quarters since. The position peaked at $8.59K in Q2 2025. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

Global Retirement Partners held 251 shares of Global X FinTech ETF worth $7.39K as of Q4 2025.
Global Retirement Partners left its Global X FinTech ETF share count unchanged in Q4 2025.
Global X FinTech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3282 holding.
Global Retirement Partners first reported a position in Global X FinTech ETF in Q1 2021 and has held it in 8 quarters since.
Global Retirement Partners's Global X FinTech ETF position peaked at $8.59K in Q2 2025.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.