JC
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JCSD Capital’s Global X FinTech ETF FINX Stock Holding History

JCSD Capital’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
Q3 		– Sell
-10,000
Closed -$342K – 29
2025
Q2 		$342K Buy
+10,000
New +$297K 0.45% 22

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UBS Group
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BSCCG
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GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Raymond James Financial
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Mirae Asset Global Investments
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return