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Harbour Investments’s Global X FinTech ETF FINX Stock Holding History

Harbour Investments’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 		$17.7K Sell
718
-1,761
-71% -$43.9K ﹤0.01% 3027
2026
Q1 		$57.3K Sell
2,479
-542
-18% -$14K ﹤0.01% 2263
2025
Q4 		$88.9K Buy
3,021
+80
+3% +$2.54K ﹤0.01% 1698
2025
Q3 		$98.6K Sell
2,941
-287
-9% -$9.75K ﹤0.01% 1582
2025
Q2 		$110K Buy
3,228
+421
+15% +$12.5K ﹤0.01% 1460
2025
Q1 		$77.4K Sell
2,807
-351
-11% -$10.9K ﹤0.01% 1564
2024
Q4 		$98.6K Buy
3,158
+8
+0.3% +$250 ﹤0.01% 1361
2024
Q3 		$88.3K Sell
3,150
-3
-0.1% -$79 ﹤0.01% 1390
2024
Q2 		$79.3K Sell
3,153
-1,960
-38% -$50.3K ﹤0.01% 1335
2024
Q1 		$142K Buy
5,113
+677
+15% +$17.3K 0.01% 1058
2023
Q4 		$113K Sell
4,436
-150
-3% -$3.22K ﹤0.01% 1083
2023
Q3 		$92.4K Buy
4,586
+134
+3% +$2.97K ﹤0.01% 1081
2023
Q2 		$98.3K Buy
4,452
+544
+14% +$11.4K ﹤0.01% 1067
2023
Q1 		$81.4K Buy
3,908
+218
+6% +$4.58K ﹤0.01% 1139
2022
Q4 		$71K Sell
3,690
-700
-16% -$14.1K ﹤0.01% 1158
2022
Q3 		$94K Hold
4,390
– – 0.01% 990
2022
Q2 		$94K Buy
+4,390
New +$112K 0.01% 990
2021
Q4 		$217K Sell
5,418
-4,798
-47% -$227K 0.01% 687
2021
Q3 		$491K Buy
10,216
+131
+1% +$6.41K 0.02% 648
2021
Q2 		$481K Buy
10,085
+832
+9% +$38.2K 0.02% 695
2021
Q1 		$408K Buy
+9,253
New +$435K 0.01% 687

Other funds holding FINX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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

Harbour Investments's FINX Position: Q2 2026 in Review

Harbour Investments reduced its Global X FinTech ETF (FINX) stake by 71% in Q2 2026, selling an estimated $43.9K and leaving 718 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Harbour Investments first reported a position in FINX in Q1 2021 and has held it in 21 quarters since. The position peaked at $491K in Q3 2021. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Harbour Investments held 718 shares of Global X FinTech ETF worth $17.7K as of Q2 2026.
  • Harbour Investments sold 1,761 Global X FinTech ETF shares in Q2 2026, an estimated $43.9K.
  • Global X FinTech ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3027 holding.
  • Harbour Investments first reported a position in Global X FinTech ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Global X FinTech ETF position peaked at $491K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.