Independent Financial Group’s Global X FinTech ETF FINX Stock Holding History

Independent Financial Group’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
2023 Q1	–	Sell	-22,400	Closed	-$431K	–	849
2022 Q4	$431K	Sell	22,400 -2,620	-10%	-$52.8K	0.04%	457
2022 Q3	$507K	Sell	25,020 -450	-2%	-$10.6K	0.05%	393
2022 Q2	$543K	Buy	+25,470	New	+$652K	0.06%	362
2022 Q1	–	Sell	-11,798	Closed	-$472K	–	797
2021 Q4	$472K	Buy	+11,798	New	+$559K	0.04%	432

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Financial Group's FINX Position: Q1 2023 in Review

Independent Financial Group sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 22,400 shares — an estimated $431K sold.

Independent Financial Group first reported a position in FINX in Q4 2021 and held it in 4 quarters. The position peaked at $543K in Q2 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

Independent Financial Group reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
Independent Financial Group sold 22,400 Global X FinTech ETF shares in Q1 2023, an estimated $431K.
Independent Financial Group first reported a position in Global X FinTech ETF in Q4 2021 and held it in 4 quarters.
Independent Financial Group's Global X FinTech ETF position peaked at $543K in Q2 2022.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.