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Northbridge Financial Group’s Global X FinTech ETF FINX Stock Holding History

Northbridge Financial Group’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 		$229K Sell
9,262
-431
-4% -$10.7K 0.09% 171
2026
Q1 		$233K Buy
9,693
+550
+6% +$14.2K 0.1% 155
2025
Q4 		$269K Buy
+9,143
New +$290K 0.12% 140

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BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Northbridge Financial Group's FINX Position: Q2 2026 in Review

Northbridge Financial Group reduced its Global X FinTech ETF (FINX) stake by 4.4% in Q2 2026, selling an estimated $10.7K and leaving 9,262 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #171.

Northbridge Financial Group first reported a position in FINX in Q4 2025 and has held it in 3 quarters since. The position peaked at $269K in Q4 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Northbridge Financial Group held 9,262 shares of Global X FinTech ETF worth $229K as of Q2 2026.
  • Northbridge Financial Group sold 431 Global X FinTech ETF shares in Q2 2026, an estimated $10.7K.
  • Global X FinTech ETF made up 0.09% of Northbridge Financial Group's portfolio in Q2 2026, its #171 holding.
  • Northbridge Financial Group first reported a position in Global X FinTech ETF in Q4 2025 and has held it in 3 quarters since.
  • Northbridge Financial Group's Global X FinTech ETF position peaked at $269K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.