LPL Financial’s Global X FinTech ETF FINX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.82M | Sell |
165,172
-133,108
| -45% | -$3.44M | ﹤0.01% | 2877 |
|
|
2025
Q4 | $8.78M | Sell |
298,280
-27,992
| -9% | -$888K | ﹤0.01% | 2046 |
|
|
2025
Q3 | $10.9M | Buy |
326,272
+77,976
| +31% | +$2.65M | ﹤0.01% | 1785 |
|
|
2025
Q2 | $8.5M | Buy |
248,296
+14,495
| +6% | +$430K | ﹤0.01% | 1876 |
|
|
2025
Q1 | $6.44M | Buy |
233,801
+51,048
| +28% | +$1.58M | ﹤0.01% | 1937 |
|
|
2024
Q4 | $5.71M | Buy |
182,753
+16,336
| +10% | +$510K | ﹤0.01% | 1974 |
|
|
2024
Q3 | $4.66M | Sell |
166,417
-26,931
| -14% | -$711K | ﹤0.01% | 2055 |
|
|
2024
Q2 | $4.86M | Buy |
193,348
+44,835
| +30% | +$1.15M | ﹤0.01% | 1874 |
|
|
2024
Q1 | $4.14M | Sell |
148,513
-27,440
| -16% | -$700K | ﹤0.01% | 1935 |
|
|
2023
Q4 | $4.5M | Sell |
175,953
-5,355
| -3% | -$115K | ﹤0.01% | 1754 |
|
|
2023
Q3 | $3.65M | Buy |
181,308
+16,024
| +10% | +$355K | ﹤0.01% | 1792 |
|
|
2023
Q2 | $3.65M | Sell |
165,284
-6,879
| -4% | -$144K | ﹤0.01% | 1773 |
|
|
2023
Q1 | $3.58M | Sell |
172,163
-58,731
| -25% | -$1.23M | ﹤0.01% | 1718 |
|
|
2022
Q4 | $4.44M | Sell |
230,894
-22,514
| -9% | -$454K | ﹤0.01% | 1536 |
|
|
2022
Q3 | $5.14M | Buy |
253,408
+19,047
| +8% | +$449K | 0.01% | 1358 |
|
|
2022
Q2 | $4.99M | Sell |
234,361
-35,941
| -13% | -$920K | ﹤0.01% | 1400 |
|
|
2022
Q1 | $8.65M | Sell |
270,302
-202,315
| -43% | -$6.62M | 0.01% | 1080 |
|
|
2021
Q4 | $18.9M | Sell |
472,617
-14,900
| -3% | -$706K | 0.02% | 698 |
|
|
2021
Q3 | $23.4M | Buy |
487,517
+85,468
| +21% | +$4.18M | 0.02% | 566 |
|
|
2021
Q2 | $19.2M | Sell |
402,049
-48,899
| -11% | -$2.24M | 0.02% | 615 |
|
|
2021
Q1 | $19.9M | Buy |
450,948
+142,449
| +46% | +$6.7M | 0.02% | 553 |
|
|
2020
Q4 | $14.4M | Buy |
308,499
+736
| +0.2% | +$30.7K | 0.02% | 591 |
|
|
2020
Q3 | $11.7M | Buy |
307,763
+139,006
| +82% | +$5.07M | 0.02% | 580 |
|
|
2020
Q2 | $5.61M | Buy |
168,757
+8,023
| +5% | +$238K | 0.01% | 820 |
|
|
2020
Q1 | $3.88M | Buy |
160,734
+4,385
| +3% | +$130K | 0.01% | 850 |
|
|
2019
Q4 | $4.75M | Buy |
156,349
+1,688
| +1% | +$49.4K | 0.01% | 859 |
|
|
2019
Q3 | $4.45M | Sell |
154,661
-141,655
| -48% | -$4.17M | 0.01% | 840 |
|
|
2019
Q2 | $8.74M | Buy |
296,316
+71,809
| +32% | +$2.05M | 0.02% | 565 |
|
|
2019
Q1 | $6.21M | Buy |
224,507
+44,979
| +25% | +$1.16M | 0.01% | 670 |
|
|
2018
Q4 | $3.97M | Sell |
179,528
-98,645
| -35% | -$2.42M | 0.01% | 784 |
|
|
2018
Q3 | $8M | Buy |
278,173
+15,971
| +6% | +$444K | 0.02% | 576 |
|
|
2018
Q2 | $6.83M | Buy |
262,202
+232,526
| +784% | +$5.82M | 0.02% | 597 |
|
|
2018
Q1 | $694K | Buy |
29,676
+14,153
| +91% | +$332K | ﹤0.01% | 1867 |
|
|
2017
Q4 | $341K | Buy |
+15,523
| New | +$336K | ﹤0.01% | 2378 |
|
Other funds holding FINX
BSCCG
MWM
SCP
LPL Financial's FINX Position: Q1 2026 in Review
LPL Financial reduced its Global X FinTech ETF (FINX) stake by 45% in Q1 2026, selling an estimated $3.44M and leaving 165,172 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2877.
LPL Financial first reported a position in FINX in Q4 2017 and has held it in 34 quarters since. The position peaked at $23.4M in Q3 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.
- LPL Financial held 165,172 shares of Global X FinTech ETF worth $3.82M as of Q1 2026.
- LPL Financial sold 133,108 Global X FinTech ETF shares in Q1 2026, an estimated $3.44M.
- Global X FinTech ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2877 holding.
- LPL Financial first reported a position in Global X FinTech ETF in Q4 2017 and has held it in 34 quarters since.
- LPL Financial's Global X FinTech ETF position peaked at $23.4M in Q3 2021.
- 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.