Integrated Wealth Concepts’s Global X FinTech ETF FINX Stock Holding History

Integrated Wealth Concepts’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	$20.4K	Buy	+826	New	+$20.6K	﹤0.01%	4068

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

Integrated Wealth Concepts's FINX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 826 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #4068 among its holdings.

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

Integrated Wealth Concepts held 826 shares of Global X FinTech ETF worth $20.4K as of Q2 2026.
Global X FinTech ETF was a new Integrated Wealth Concepts position in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4068 holding.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.