Hilton Head Capital Partners’s Global X FinTech ETF FINX Stock Holding History

Hilton Head Capital 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	–	Sell	-2	Closed	-$46	–	950
2026 Q1	$46	Hold	2	–	–	﹤0.01%	977
2025 Q4	$59	Buy	+2	New	+$63	﹤0.01%	920

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

Hilton Head Capital Partners's FINX Position: Q2 2026 in Review

Hilton Head Capital Partners sold out of Global X FinTech ETF (FINX) in Q2 2026, closing a stake of 2 shares — an estimated $46 sold.

Hilton Head Capital Partners first reported a position in FINX in Q4 2025 and held it in 2 quarters. The position peaked at $59 in Q4 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Hilton Head Capital Partners reported no remaining Global X FinTech ETF position as of Q2 2026 after selling out during the quarter.
Hilton Head Capital Partners sold 2 Global X FinTech ETF shares in Q2 2026, an estimated $46.
Hilton Head Capital Partners first reported a position in Global X FinTech ETF in Q4 2025 and held it in 2 quarters.
Hilton Head Capital Partners's Global X FinTech ETF position peaked at $59 in Q4 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.