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Moran Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Moran Wealth 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
Q1 		$2.07M Buy
89,744
+37,329
+71% +$965K 0.06% 305
2025
Q4 		$1.54M Buy
52,415
+19,334
+58% +$614K 0.05% 315
2025
Q3 		$1.11M Buy
33,081
+14,820
+81% +$504K 0.03% 336
2025
Q2 		$625K Buy
18,261
+8,627
+90% +$256K 0.02% 375
2025
Q1 		$266K Buy
+9,634
New +$298K 0.01% 410

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moran Wealth Management's FINX Position: Q1 2026 in Review

Moran Wealth Management increased its Global X FinTech ETF (FINX) stake by 71% in Q1 2026, buying an estimated $965K and bringing the position to 89,744 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #305.

Moran Wealth Management first reported a position in FINX in Q1 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Moran Wealth Management held 89,744 shares of Global X FinTech ETF worth $2.07M as of Q1 2026.
  • Moran Wealth Management bought 37,329 Global X FinTech ETF shares in Q1 2026, an estimated $965K.
  • Global X FinTech ETF made up 0.06% of Moran Wealth Management's portfolio in Q1 2026, its #305 holding.
  • Moran Wealth Management first reported a position in Global X FinTech ETF in Q1 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.