Halbert Hargrove Global Advisors’s Global X FinTech ETF FINX Stock Holding History

Halbert Hargrove Global Advisors’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	$18.5K	Hold	750	–	–	﹤0.01%	271
2026 Q1	$17.3K	Hold	750	–	–	﹤0.01%	258
2025 Q4	$22.1K	Hold	750	–	–	﹤0.01%	242
2025 Q3	$25.1K	Hold	750	–	–	﹤0.01%	235
2025 Q2	$25.7K	Sell	750 -1,122	-60%	-$33.3K	﹤0.01%	178
2025 Q1	$51.6K	Buy	+1,872	New	+$57.9K	﹤0.01%	152

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 40.91% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Halbert Hargrove Global Advisors's FINX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Global X FinTech ETF (FINX) position steady in Q2 2026 at 750 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Halbert Hargrove Global Advisors first reported a position in FINX in Q1 2025 and has held it in 6 quarters since. The position peaked at $51.6K in Q1 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Halbert Hargrove Global Advisors held 750 shares of Global X FinTech ETF worth $18.5K as of Q2 2026.
Halbert Hargrove Global Advisors left its Global X FinTech ETF share count unchanged in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #271 holding.
Halbert Hargrove Global Advisors first reported a position in Global X FinTech ETF in Q1 2025 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Global X FinTech ETF position peaked at $51.6K in Q1 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.