Kestra Advisory Services’s Global X FinTech ETF FINX Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,703	Closed	-$50.1K	–	3550
2025 Q4	$50.1K	Buy	+1,703	New	+$54.1K	﹤0.01%	3928
2022 Q1	–	Sell	-33,037	Closed	-$1.32M	–	2052
2021 Q4	$1.32M	Sell	33,037 -7,903	-19%	-$374K	0.01%	863
2021 Q3	$1.97M	Buy	40,940 +1,022	+3%	+$50K	0.02%	720
2021 Q2	$1.9M	Buy	39,918 +670	+2%	+$30.8K	0.02%	671
2021 Q1	$1.73M	Sell	39,248 -2,940	-7%	-$138K	0.02%	646
2020 Q4	$1.97M	Buy	42,188 +3,899	+10%	+$163K	0.02%	603
2020 Q3	$1.45M	Buy	+38,289	New	+$1.4M	0.03%	509

Other funds holding FINX

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

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

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

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

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

BSCCG

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

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

SCP

Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kestra Advisory Services's FINX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 1,703 shares — an estimated $50.1K sold.

Kestra Advisory Services first reported a position in FINX in Q3 2020 and held it in 7 quarters. The position peaked at $1.97M in Q4 2020. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Kestra Advisory Services reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,703 Global X FinTech ETF shares in Q1 2026, an estimated $50.1K.
Kestra Advisory Services first reported a position in Global X FinTech ETF in Q3 2020 and held it in 7 quarters.
Kestra Advisory Services's Global X FinTech ETF position peaked at $1.97M in Q4 2020.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.