Jones Financial Companies’s Global X FinTech ETF FINX Stock Holding History

Jones Financial Companies’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 Q2	$847K	Buy	34,031 +5,581	+20%	+$139K	﹤0.01%	1979
2026 Q1	$633K	Buy	28,450 +4,388	+18%	+$113K	﹤0.01%	1926
2025 Q4	$708K	Buy	24,062 +4,476	+23%	+$142K	﹤0.01%	1369
2025 Q3	$655K	Buy	19,586 +1,994	+11%	+$67.8K	﹤0.01%	1285
2025 Q2	$593K	Buy	17,592 +2,949	+20%	+$87.6K	﹤0.01%	1209
2025 Q1	$405K	Buy	14,643 +4,959	+51%	+$153K	﹤0.01%	1215
2024 Q4	$302K	Buy	9,684 +5,095	+111%	+$159K	﹤0.01%	1180
2024 Q3	$129K	Buy	4,589 +189	+4%	+$4.99K	﹤0.01%	1312
2024 Q2	$111K	Buy	4,400 +2,279	+107%	+$58.5K	﹤0.01%	1019
2024 Q1	$59.1K	Buy	+2,121	New	+$54.1K	﹤0.01%	699

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

Jones Financial Companies's FINX Position: Q2 2026 in Review

Jones Financial Companies increased its Global X FinTech ETF (FINX) stake by 20% in Q2 2026, buying an estimated $139K and bringing the position to 34,031 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Jones Financial Companies first reported a position in FINX in Q1 2024 and has held it in 10 quarters since. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Jones Financial Companies held 34,031 shares of Global X FinTech ETF worth $847K as of Q2 2026.
Jones Financial Companies bought 5,581 Global X FinTech ETF shares in Q2 2026, an estimated $139K.
Global X FinTech ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1979 holding.
Jones Financial Companies first reported a position in Global X FinTech ETF in Q1 2024 and has held it in 10 quarters since.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.