MAI Capital Management’s Global X FinTech ETF FINX Stock Holding History

MAI Capital Management’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 Q2	–	Sell	-1,000	Closed	-$23.1K	–	2987
2026 Q1	$23.1K	Hold	1,000	–	–	﹤0.01%	2708
2025 Q4	$29.4K	Sell	1,000 -200	-17%	-$6.35K	﹤0.01%	2310
2025 Q3	$40.2K	Hold	1,200	–	–	﹤0.01%	2050
2025 Q2	$41.1K	Sell	1,200 -500	-29%	-$14.8K	﹤0.01%	1976
2025 Q1	$46.9K	Sell	1,700 -500	-23%	-$15.5K	﹤0.01%	1780
2024 Q4	$68.7K	Buy	+2,200	New	+$68.7K	﹤0.01%	1604
2022 Q4	–	Sell	-10,125	Closed	-$205K	–	1040
2022 Q3	$205K	Buy	+10,125	New	+$239K	﹤0.01%	831

Other funds holding FINX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BSCCG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SCP

Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

MAI Capital Management's FINX Position: Q2 2026 in Review

MAI Capital Management sold out of Global X FinTech ETF (FINX) in Q2 2026, closing a stake of 1,000 shares — an estimated $23.1K sold.

MAI Capital Management first reported a position in FINX in Q3 2022 and held it in 7 quarters. The position peaked at $205K in Q3 2022. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

MAI Capital Management reported no remaining Global X FinTech ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,000 Global X FinTech ETF shares in Q2 2026, an estimated $23.1K.
MAI Capital Management first reported a position in Global X FinTech ETF in Q3 2022 and held it in 7 quarters.
MAI Capital Management's Global X FinTech ETF position peaked at $205K in Q3 2022.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.