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Independent Advisor Alliance’s Global X FinTech ETF FINX Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-54,540
Closed -$1.7M – 971
2024
Q4 		$1.7M Buy
+54,540
New +$1.7M 0.02% 557

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's FINX Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Global X FinTech ETF (FINX) in Q1 2025, closing a stake of 54,540 shares — an estimated $1.7M sold.

Independent Advisor Alliance first reported a position in FINX in Q4 2024 and held it in 1 quarter. The position peaked at $1.7M in Q4 2024. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Global X FinTech ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 54,540 Global X FinTech ETF shares in Q1 2025, an estimated $1.7M.
  • Independent Advisor Alliance first reported a position in Global X FinTech ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Global X FinTech ETF position peaked at $1.7M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.