JFS Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

JFS Wealth Advisors’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	-421	Closed	-$11.6K	–	1903
2025 Q1	$11.6K	Buy	421 +2	+0.5%	+$62	﹤0.01%	829
2024 Q4	$13.1K	Hold	419	–	–	﹤0.01%	776
2024 Q3	$11.7K	Buy	419 +1	+0.2%	+$26	﹤0.01%	803
2024 Q2	$10.5K	Hold	418	–	–	﹤0.01%	782
2024 Q1	$11.6K	Hold	418	–	–	﹤0.01%	772
2023 Q4	$10.7K	Hold	418	–	–	﹤0.01%	750
2023 Q3	$8.42K	Hold	418	–	–	﹤0.01%	788
2023 Q2	$9.23K	Hold	418	–	–	﹤0.01%	752
2023 Q1	$8.7K	Hold	418	–	–	﹤0.01%	763
2022 Q4	$8.05K	Sell	418 -10	-2%	-$201	﹤0.01%	792
2022 Q3	$9K	Hold	428	–	–	﹤0.01%	765
2022 Q2	$9K	Hold	428	–	–	﹤0.01%	792
2022 Q1	$14K	Hold	428	–	–	﹤0.01%	693
2021 Q4	$17K	Hold	428	–	–	﹤0.01%	600
2021 Q3	$21K	Buy	+428	New	+$20.9K	﹤0.01%	534

Other funds holding FINX

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

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BSCCG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JFS Wealth Advisors's FINX Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q2 2025, closing a stake of 421 shares — an estimated $11.6K sold.

JFS Wealth Advisors first reported a position in FINX in Q3 2021 and held it in 15 quarters. The position peaked at $21K in Q3 2021. 97 funds tracked by Wall St. Rank hold FINX as of Q2 2025.

JFS Wealth Advisors reported no remaining Global X FinTech ETF position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 421 Global X FinTech ETF shares in Q2 2025, an estimated $11.6K.
JFS Wealth Advisors first reported a position in Global X FinTech ETF in Q3 2021 and held it in 15 quarters.
JFS Wealth Advisors's Global X FinTech ETF position peaked at $21K in Q3 2021.
97 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.