IHT Wealth Management’s Global X FinTech ETF FINX Stock Holding History

IHT Wealth Management’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	$424K	Sell	17,190 -6,115	-26%	-$152K	0.01%	892
2026 Q1	$538K	Buy	+23,305	New	+$603K	0.01%	795
2025 Q1	–	Sell	-6,875	Closed	-$215K	–	1104
2024 Q4	$215K	Sell	6,875 -703	-9%	-$22K	0.01%	997
2024 Q3	$212K	Sell	7,578 -1,132	-13%	-$29.9K	0.01%	1069
2024 Q2	$219K	Sell	8,710 -5,818	-40%	-$149K	0.01%	923
2024 Q1	$405K	Buy	14,528 +1,062	+8%	+$27.1K	0.02%	701
2023 Q4	$344K	Buy	+13,466	New	+$289K	0.02%	717
2018 Q2	–	Sell	-91	Closed	-$2K	–	748
2018 Q1	$2K	Hold	91	–	–	﹤0.01%	1494
2017 Q4	$2K	Buy	+91	New	+$1.97K	﹤0.01%	1481

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

IHT Wealth Management's FINX Position: Q2 2026 in Review

IHT Wealth Management reduced its Global X FinTech ETF (FINX) stake by 26% in Q2 2026, selling an estimated $152K and leaving 17,190 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #892.

IHT Wealth Management first reported a position in FINX in Q4 2017 and has held it in 9 quarters since. The position peaked at $538K in Q1 2026. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

IHT Wealth Management held 17,190 shares of Global X FinTech ETF worth $424K as of Q2 2026.
IHT Wealth Management sold 6,115 Global X FinTech ETF shares in Q2 2026, an estimated $152K.
Global X FinTech ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #892 holding.
IHT Wealth Management first reported a position in Global X FinTech ETF in Q4 2017 and has held it in 9 quarters since.
IHT Wealth Management's Global X FinTech ETF position peaked at $538K in Q1 2026.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.