Lindbrook Capital’s Global X FinTech ETF FINX Stock Holding History

Lindbrook Capital’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 Q1	$6.09K	Hold	221	–	–	﹤0.01%	1874
2024 Q4	$6.9K	Sell	221 -4,000	-95%	-$125K	﹤0.01%	1835
2024 Q3	$118K	Hold	4,221	–	–	0.01%	515
2024 Q2	$106K	Sell	4,221 -200	-5%	-$5.13K	0.01%	522
2024 Q1	$123K	Sell	4,421 -100	-2%	-$2.55K	0.01%	478
2023 Q4	$116K	Hold	4,521	–	–	0.01%	484
2023 Q3	$91.1K	Hold	4,521	–	–	0.01%	498
2023 Q2	$99.8K	Sell	4,521 -750	-14%	-$15.7K	0.01%	485
2023 Q1	$110K	Hold	5,271	–	–	0.01%	461
2022 Q4	$101K	Hold	5,271	–	–	0.01%	477
2022 Q3	$107K	Sell	5,271 -2,000	-28%	-$47.1K	0.02%	414
2022 Q2	$155K	Hold	7,271	–	–	0.03%	341
2022 Q1	$233K	Buy	7,271 +100	+1%	+$3.27K	0.04%	256
2021 Q4	$287K	Buy	+7,171	New	+$340K	0.04%	236

Other funds holding FINX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lindbrook Capital's FINX Position: Q1 2025 in Review

Lindbrook Capital held its Global X FinTech ETF (FINX) position steady in Q1 2025 at 221 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Lindbrook Capital first reported a position in FINX in Q4 2021 and has held it in 14 quarters since. The position peaked at $287K in Q4 2021. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

Lindbrook Capital held 221 shares of Global X FinTech ETF worth $6.09K as of Q1 2025.
Lindbrook Capital left its Global X FinTech ETF share count unchanged in Q1 2025.
Global X FinTech ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1874 holding.
Lindbrook Capital first reported a position in Global X FinTech ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Global X FinTech ETF position peaked at $287K in Q4 2021.
98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.