Jaffetilchin Investment Partners’s Global X FinTech ETF FINX Stock Holding History

Jaffetilchin Investment Partners’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	-8,158	Closed	-$240K	–	482
2025 Q4	$240K	Sell	8,158 -1	-0%	-$32	0.01%	410
2025 Q3	$273K	Buy	8,159 +1	+0%	+$34	0.02%	377
2025 Q2	$279K	Hold	8,158	–	–	0.02%	356
2025 Q1	$225K	Buy	8,158 +42	+0.5%	+$1.3K	0.02%	375
2024 Q4	$253K	Hold	8,116	–	–	0.02%	337
2024 Q3	$227K	Buy	8,116 +18	+0.2%	+$475	0.02%	338
2024 Q2	$204K	Hold	8,098	–	–	0.02%	334
2024 Q1	$226K	Buy	8,098 +1	+0%	+$26	0.02%	333
2023 Q4	$207K	Buy	+8,097	New	+$174K	0.02%	326
2023 Q1	–	Sell	-13,847	Closed	-$267K	–	363
2022 Q4	$267K	Buy	+13,847	New	+$279K	0.03%	296

Other funds holding FINX

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

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

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

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

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

BSCCG

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

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

SCP

Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jaffetilchin Investment Partners's FINX Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 8,158 shares — an estimated $240K sold.

Jaffetilchin Investment Partners first reported a position in FINX in Q4 2022 and held it in 10 quarters. The position peaked at $279K in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Jaffetilchin Investment Partners reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
Jaffetilchin Investment Partners sold 8,158 Global X FinTech ETF shares in Q1 2026, an estimated $240K.
Jaffetilchin Investment Partners first reported a position in Global X FinTech ETF in Q4 2022 and held it in 10 quarters.
Jaffetilchin Investment Partners's Global X FinTech ETF position peaked at $279K in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.