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Highline Wealth Partners’s Global X FinTech ETF FINX Stock Holding History

Highline Wealth 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 		– Sell
-2,950
Closed -$98.9K – 1105
2025
Q3 		$98.9K Buy
+2,950
New +$100K 0.03% 121

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Highline Wealth Partners's FINX Position: Q4 2025 in Review

Highline Wealth Partners sold out of Global X FinTech ETF (FINX) in Q4 2025, closing a stake of 2,950 shares — an estimated $98.9K sold.

Highline Wealth Partners first reported a position in FINX in Q3 2025 and held it in 1 quarter. The position peaked at $98.9K in Q3 2025. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

  • Highline Wealth Partners reported no remaining Global X FinTech ETF position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 2,950 Global X FinTech ETF shares in Q4 2025, an estimated $98.9K.
  • Highline Wealth Partners first reported a position in Global X FinTech ETF in Q3 2025 and held it in 1 quarter.
  • Highline Wealth Partners's Global X FinTech ETF position peaked at $98.9K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.