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

Northwestern Mutual 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 		$15.7K Sell
680
-516
-43% -$13.3K ﹤0.01% 2894
2025
Q4 		$35.2K Buy
1,196
+516
+76% +$16.4K ﹤0.01% 2530
2025
Q3 		$22.8K Buy
+680
New +$23.1K ﹤0.01% 2626
2025
Q2 		– Sell
-764
Closed -$21.1K – 3779
2025
Q1 		$21.1K Buy
+764
New +$23.6K ﹤0.01% 2491
2024
Q3 		– Sell
-720
Closed -$18.1K – 3678
2024
Q2 		$18.1K Buy
720
+515
+251% +$13.2K ﹤0.01% 2422
2024
Q1 		$5.71K Buy
+205
New +$5.23K ﹤0.01% 2804
2023
Q4 		– Sell
-164
Closed -$3.3K – 3537
2023
Q3 		$3.3K Hold
164
– – ﹤0.01% 2852
2023
Q2 		$3.62K Sell
164
-105
-39% -$2.19K ﹤0.01% 2867
2023
Q1 		$5.61K Buy
269
+78
+41% +$1.64K ﹤0.01% 2712
2022
Q4 		$3.69K Sell
191
-99
-34% -$1.99K ﹤0.01% 2806
2022
Q3 		$6K Sell
290
-5,638
-95% -$133K ﹤0.01% 2632
2022
Q2 		$126K Sell
5,928
-33,853
-85% -$866K ﹤0.01% 1557
2022
Q1 		$1.27M Sell
39,781
-981
-2% -$32.1K ﹤0.01% 767
2021
Q4 		$1.63M Buy
40,762
+30,202
+286% +$1.43M ﹤0.01% 664
2021
Q3 		$507K Buy
10,560
+4,760
+82% +$233K ﹤0.01% 984
2021
Q2 		$276K Buy
5,800
+4,582
+376% +$210K ﹤0.01% 1199
2021
Q1 		$54K Buy
1,218
+901
+284% +$42.4K ﹤0.01% 1706
2020
Q4 		$15K Sell
317
-65
-17% -$2.71K ﹤0.01% 2062
2020
Q3 		$15K Buy
382
+300
+366% +$10.9K ﹤0.01% 1879
2020
Q2 		$3K Hold
82
– – ﹤0.01% 2153
2020
Q1 		$2K Buy
+82
New +$2.44K ﹤0.01% 2243
2019
Q4 		– Sell
-200
Closed -$6K – 2456
2019
Q3 		$6K Buy
+200
New +$5.89K ﹤0.01% 2040

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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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
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 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

Northwestern Mutual Wealth Management's FINX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Global X FinTech ETF (FINX) stake by 43% in Q1 2026, selling an estimated $13.3K and leaving 680 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

Northwestern Mutual Wealth Management first reported a position in FINX in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.63M in Q4 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Northwestern Mutual Wealth Management held 680 shares of Global X FinTech ETF worth $15.7K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 516 Global X FinTech ETF shares in Q1 2026, an estimated $13.3K.
  • Global X FinTech ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2894 holding.
  • Northwestern Mutual Wealth Management first reported a position in Global X FinTech ETF in Q3 2019 and has held it in 22 quarters since.
  • Northwestern Mutual Wealth Management's Global X FinTech ETF position peaked at $1.63M in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.