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Legacy Financial Advisors’s Global X FinTech ETF FINX Stock Holding History

Legacy Financial 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
2026
Q1 		– Sell
-11,355
Closed -$334K – 415
2025
Q4 		$334K Buy
11,355
+2,542
+29% +$80.7K 0.05% 298
2025
Q3 		$295K Buy
+8,813
New +$299K 0.04% 323

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Legacy Financial Advisors's FINX Position: Q1 2026 in Review

Legacy Financial Advisors sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 11,355 shares — an estimated $334K sold.

Legacy Financial Advisors first reported a position in FINX in Q3 2025 and held it in 2 quarters. The position peaked at $334K in Q4 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Legacy Financial Advisors reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 11,355 Global X FinTech ETF shares in Q1 2026, an estimated $334K.
  • Legacy Financial Advisors first reported a position in Global X FinTech ETF in Q3 2025 and held it in 2 quarters.
  • Legacy Financial Advisors's Global X FinTech ETF position peaked at $334K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.