Insight Advisors’s Global X FinTech ETF FINX Stock Holding History

Insight Advisors’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 Q2	–	Sell	-14,387	Closed	-$397K	–	297
2025 Q1	$397K	Sell	14,387 -4,362	-23%	-$135K	0.07%	179
2024 Q4	$589K	Sell	18,749 -8,309	-31%	-$260K	0.1%	136
2024 Q3	$758K	Sell	27,058 -8,961	-25%	-$237K	0.13%	114
2024 Q2	$906K	Sell	36,019 -15,530	-30%	-$398K	0.16%	96
2024 Q1	$1.44M	Sell	51,549 -18,943	-27%	-$483K	0.28%	65
2023 Q4	$1.8M	Buy	70,492 +8,668	+14%	+$186K	0.38%	43
2023 Q3	$1.25M	Buy	61,824 +4,526	+8%	+$100K	0.28%	59
2023 Q2	$1.26M	Buy	57,298 +28,252	+97%	+$590K	0.28%	60
2023 Q1	$605K	Buy	29,046 +11,668	+67%	+$245K	0.14%	114
2022 Q4	$335K	Buy	+17,378	New	+$350K	0.12%	226

Other funds holding FINX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Insight Advisors's FINX Position: Q2 2025 in Review

Insight Advisors sold out of Global X FinTech ETF (FINX) in Q2 2025, closing a stake of 14,387 shares — an estimated $397K sold.

Insight Advisors first reported a position in FINX in Q4 2022 and held it in 10 quarters. The position peaked at $1.8M in Q4 2023. 97 funds tracked by Wall St. Rank hold FINX as of Q2 2025.

Insight Advisors reported no remaining Global X FinTech ETF position as of Q2 2025 after selling out during the quarter.
Insight Advisors sold 14,387 Global X FinTech ETF shares in Q2 2025, an estimated $397K.
Insight Advisors first reported a position in Global X FinTech ETF in Q4 2022 and held it in 10 quarters.
Insight Advisors's Global X FinTech ETF position peaked at $1.8M in Q4 2023.
97 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2025.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.