Meitav Investment House’s Global X FinTech ETF FINX Stock Holding History

Meitav Investment House’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	-15,258	Closed	-$511K	–	246
2025 Q3	$511K	Hold	15,258	–	–	0.01%	193
2025 Q2	$522K	Hold	15,258	–	–	0.01%	171
2025 Q1	$421K	Hold	15,258	–	–	0.01%	179
2024 Q4	$476K	Hold	15,258	–	–	0.01%	166
2024 Q3	$428K	Hold	15,258	–	–	0.01%	178
2024 Q2	$384K	Sell	15,258 -720	-5%	-$18.5K	0.01%	181
2024 Q1	$445K	Hold	15,978	–	–	0.01%	179
2023 Q4	$409K	Hold	15,978	–	–	0.01%	261
2023 Q3	$322K	Hold	15,978	–	–	0.01%	280
2023 Q2	$352K	Hold	15,978	–	–	0.01%	299
2023 Q1	$336K	Hold	15,978	–	–	0.01%	309
2022 Q4	$308K	Hold	15,978	–	–	0.01%	324
2022 Q3	$328K	Hold	15,978	–	–	0.01%	315
2022 Q2	$340K	Sell	15,978 -355	-2%	-$9.08K	0.01%	295
2022 Q1	$523K	Sell	16,333 -448	-3%	-$14.7K	0.01%	311
2021 Q4	$673K	Buy	16,781 +355	+2%	+$16.8K	0.01%	289
2021 Q3	$789K	Buy	+16,426	New	+$804K	0.01%	269

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Meitav Investment House's FINX Position: Q4 2025 in Review

Meitav Investment House sold out of Global X FinTech ETF (FINX) in Q4 2025, closing a stake of 15,258 shares — an estimated $511K sold.

Meitav Investment House first reported a position in FINX in Q3 2021 and held it in 17 quarters. The position peaked at $789K in Q3 2021. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

Meitav Investment House reported no remaining Global X FinTech ETF position as of Q4 2025 after selling out during the quarter.
Meitav Investment House sold 15,258 Global X FinTech ETF shares in Q4 2025, an estimated $511K.
Meitav Investment House first reported a position in Global X FinTech ETF in Q3 2021 and held it in 17 quarters.
Meitav Investment House's Global X FinTech ETF position peaked at $789K in Q3 2021.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Meitav Investment House's 13F filing for Q4 2025, filed 10 Feb 2026.