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Key Client Fiduciary Advisors’s Global X FinTech ETF FINX Stock Holding History

Key Client Fiduciary 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
Q4 		– Sell
-8,759
Closed -$294K – 228
2025
Q3 		$294K Sell
8,759
-153
-2% -$5.2K 0.1% 166
2025
Q2 		$305K Sell
8,912
-350
-4% -$10.4K 0.12% 155
2025
Q1 		$255K Sell
9,262
-2,074
-18% -$64.2K 0.12% 160
2024
Q4 		$354K Sell
11,336
-500
-4% -$15.6K 0.16% 132
2024
Q3 		$332K Hold
11,836
– – 0.15% 139
2024
Q2 		$298K Sell
11,836
-400
-3% -$10.3K 0.15% 141
2024
Q1 		$341K Sell
12,236
-10
-0.1% -$255 0.18% 128
2023
Q4 		$313K Hold
12,246
– – 0.18% 133
2023
Q3 		$247K Sell
12,246
-200
-2% -$4.44K 0.15% 143
2023
Q2 		$275K Sell
12,446
-1,703
-12% -$35.6K 0.16% 142
2023
Q1 		$295K Sell
14,149
-465
-3% -$9.76K 0.18% 121
2022
Q4 		$281K Buy
14,614
+2,435
+20% +$49.1K 0.19% 121
2022
Q3 		$247K Sell
12,179
-129
-1% -$3.04K 0.22% 91
2022
Q2 		$262K Buy
12,308
+1,543
+14% +$39.5K 0.26% 90
2022
Q1 		$345K Buy
10,765
+824
+8% +$27K 0.27% 87
2021
Q4 		$398K Buy
+9,941
New +$471K 0.33% 70

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Key Client Fiduciary Advisors's FINX Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of Global X FinTech ETF (FINX) in Q4 2025, closing a stake of 8,759 shares — an estimated $294K sold.

Key Client Fiduciary Advisors first reported a position in FINX in Q4 2021 and held it in 16 quarters. The position peaked at $398K in Q4 2021. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

  • Key Client Fiduciary Advisors reported no remaining Global X FinTech ETF position as of Q4 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 8,759 Global X FinTech ETF shares in Q4 2025, an estimated $294K.
  • Key Client Fiduciary Advisors first reported a position in Global X FinTech ETF in Q4 2021 and held it in 16 quarters.
  • Key Client Fiduciary Advisors's Global X FinTech ETF position peaked at $398K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.