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 Q3	$1.98M	Buy	81,692 +4,185	+5%	+$109K	0.05%	323
2026 Q2	$1.91M	Sell	77,507 -12,237	-14%	-$305K	0.05%	334
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Moran Wealth Management's FINX Position: Q3 2026 in Review

Moran Wealth Management increased its Global X FinTech ETF (FINX) stake by 5.4% in Q3 2026, buying an estimated $109K and bringing the position to 81,692 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #323.

Moran Wealth Management first reported a position in FINX in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.07M in Q1 2026. 12 funds tracked by Wall St. Rank hold FINX as of Q3 2026.

Moran Wealth Management held 81,692 shares of Global X FinTech ETF worth $1.98M as of Q3 2026.
Moran Wealth Management bought 4,185 Global X FinTech ETF shares in Q3 2026, an estimated $109K.
Global X FinTech ETF made up 0.05% of Moran Wealth Management's portfolio in Q3 2026, its #323 holding.
Moran Wealth Management first reported a position in Global X FinTech ETF in Q1 2025 and has held it in 7 quarters since.
Moran Wealth Management's Global X FinTech ETF position peaked at $2.07M in Q1 2026.
12 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.