Jeff Yass’s Global X FinTech ETF FINX Stock Holding History

Jeff Yass’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 Q2	–	Sell	-8,100	Closed	-$223K	–	12949
2025 Q1	$223K	Buy	+8,100	New	+$251K	﹤0.01%	10718
2023 Q1	–	Sell	-45,700	Closed	-$880K	–	12833
2022 Q4	$880K	Buy	+45,700	New	+$921K	﹤0.01%	6467
2022 Q3	–	Sell	-18,900	Closed	-$403K	–	13460
2022 Q2	$403K	Sell	18,900 -2,000	-10%	-$51.2K	﹤0.01%	8793
2022 Q1	$669K	Sell	20,900 -271,800	-93%	-$8.89M	﹤0.01%	8201
2021 Q4	$11.7M	Buy	+292,700	New	+$13.9M	﹤0.01%	2502

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

Jeff Yass's FINX Position: Q2 2026 in Review

Jeff Yass reduced its Global X FinTech ETF (FINX) stake by 14% in Q2 2026, selling an estimated $253K and leaving 64,164 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #7029.

Jeff Yass first reported a position in FINX in Q3 2016 and has held it in 31 quarters since. The position peaked at $6.11M in Q2 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Jeff Yass held 64,164 shares of Global X FinTech ETF worth $1.58M as of Q2 2026.
Jeff Yass sold 10,167 Global X FinTech ETF shares in Q2 2026, an estimated $253K.
Global X FinTech ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7029 holding.
Jeff Yass first reported a position in Global X FinTech ETF in Q3 2016 and has held it in 31 quarters since.
Jeff Yass's Global X FinTech ETF position peaked at $6.11M in Q2 2021.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.