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Joseph P. Lucia & Associates’s Global X FinTech ETF FINX Stock Holding History

Joseph P. Lucia & Associates’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
-6,098
Closed -$209K – 162
2025
Q2 		$209K Buy
+6,098
New +$181K 0.09% 143
2025
Q1 		– Sell
-7,695
Closed -$240K – 144
2024
Q4 		$240K Sell
7,695
-380
-5% -$11.9K 0.11% 118
2024
Q3 		$226K Sell
8,075
-1,155
-13% -$30.5K 0.1% 116
2024
Q2 		$232K Sell
9,230
-2,965
-24% -$76.1K 0.12% 109
2024
Q1 		$340K Sell
12,195
-2,076
-15% -$53K 0.18% 88
2023
Q4 		$365K Sell
14,271
-4,494
-24% -$96.5K 0.23% 83
2023
Q3 		$378K Sell
18,765
-4,667
-20% -$104K 0.26% 76
2023
Q2 		$517K Sell
23,432
-6,096
-21% -$127K 0.35% 67
2023
Q1 		$615K Sell
29,528
-2,980
-9% -$62.6K 0.43% 59
2022
Q4 		$626K Sell
32,508
-6,710
-17% -$135K 0.47% 55
2022
Q3 		$795K Sell
39,218
-2,240
-5% -$52.8K 0.62% 46
2022
Q2 		$883K Sell
41,458
-4,743
-10% -$121K 0.62% 46
2022
Q1 		$1.48M Sell
46,201
-586
-1% -$19.2K 0.9% 37
2021
Q4 		$1.87M Buy
46,787
+3,470
+8% +$164K 1.19% 29
2021
Q3 		$2.08M Buy
43,317
+8,455
+24% +$414K 1.23% 23
2021
Q2 		$1.66M Buy
34,862
+17,676
+103% +$811K 0.99% 35
2021
Q1 		$758K Buy
+17,186
New +$808K 0.34% 58

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Joseph P. Lucia & Associates's FINX Position: Q3 2025 in Review

Joseph P. Lucia & Associates sold out of Global X FinTech ETF (FINX) in Q3 2025, closing a stake of 6,098 shares — an estimated $209K sold.

Joseph P. Lucia & Associates first reported a position in FINX in Q1 2021 and held it in 17 quarters. The position peaked at $2.08M in Q3 2021. 103 funds tracked by Wall St. Rank hold FINX as of Q3 2025.

  • Joseph P. Lucia & Associates reported no remaining Global X FinTech ETF position as of Q3 2025 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 6,098 Global X FinTech ETF shares in Q3 2025, an estimated $209K.
  • Joseph P. Lucia & Associates first reported a position in Global X FinTech ETF in Q1 2021 and held it in 17 quarters.
  • Joseph P. Lucia & Associates's Global X FinTech ETF position peaked at $2.08M in Q3 2021.
  • 103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.