J. Mark Nickell & Co’s Global X FinTech ETF FINX Stock Holding History

J. Mark Nickell & Co’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 Q1	–	Sell	-8,466	Closed	-$249K	–	33
2025 Q4	$249K	Buy	+8,466	New	+$269K	0.23%	28

Other funds holding FINX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BSCCG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

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

SCP

Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

J. Mark Nickell & Co's FINX Position: Q1 2026 in Review

J. Mark Nickell & Co sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 8,466 shares — an estimated $249K sold.

J. Mark Nickell & Co first reported a position in FINX in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 80 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

J. Mark Nickell & Co reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
J. Mark Nickell & Co sold 8,466 Global X FinTech ETF shares in Q1 2026, an estimated $249K.
J. Mark Nickell & Co first reported a position in Global X FinTech ETF in Q4 2025 and held it in 1 quarter.
J. Mark Nickell & Co's Global X FinTech ETF position peaked at $249K in Q4 2025.
80 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on J. Mark Nickell & Co's 13F filing for Q1 2026, filed 15 May 2026.