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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moran Wealth Management's FINX Position: Q2 2026 in Review

Moran Wealth Management reduced its Global X FinTech ETF (FINX) stake by 14% in Q2 2026, selling an estimated $305K and leaving 77,507 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #334.

Moran Wealth Management first reported a position in FINX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.07M in Q1 2026. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Moran Wealth Management held 77,507 shares of Global X FinTech ETF worth $1.91M as of Q2 2026.
Moran Wealth Management sold 12,237 Global X FinTech ETF shares in Q2 2026, an estimated $305K.
Global X FinTech ETF made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #334 holding.
Moran Wealth Management first reported a position in Global X FinTech ETF in Q1 2025 and has held it in 6 quarters since.
Moran Wealth Management's Global X FinTech ETF position peaked at $2.07M in Q1 2026.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.