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

Institute for 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	$1.5K	Buy	+61	New	+$1.52K	﹤0.01%	1628

Other funds holding FINX

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Institute for Wealth Management's FINX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 61 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #1628 among its holdings.

39 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Institute for Wealth Management held 61 shares of Global X FinTech ETF worth $1.5K as of Q2 2026.
Global X FinTech ETF was a new Institute for Wealth Management position in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1628 holding.
39 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.