Osaic Holdings
FINX icon

Osaic Holdings’s Global X FinTech ETF FINX Stock Holding History

Osaic Holdings’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 		$232K Buy
9,394
+3,215
+52% +$80.1K ﹤0.01% 4303
2026
Q1 		$143K Sell
6,179
-5,040
-45% -$130K ﹤0.01% 4424
2025
Q4 		$331K Sell
11,219
-2,147
-16% -$68.1K ﹤0.01% 3713
2025
Q3 		$454K Sell
13,366
-73
-0.5% -$2.48K ﹤0.01% 3507
2025
Q2 		$460K Buy
13,439
+909
+7% +$27K ﹤0.01% 3210
2025
Q1 		$345K Sell
12,530
-5,863
-32% -$181K ﹤0.01% 3191
2024
Q4 		$575K Buy
18,393
+1,638
+10% +$51.2K ﹤0.01% 2664
2024
Q3 		$470K Sell
16,755
-958
-5% -$25.3K ﹤0.01% 2927
2024
Q2 		$446K Sell
17,713
-11,292
-39% -$290K ﹤0.01% 2867
2024
Q1 		$808K Sell
29,005
-374,504
-93% -$9.56M ﹤0.01% 2526
2023
Q4 		$10.3M Buy
403,509
+360,938
+848% +$7.75M 0.02% 788
2023
Q3 		$857K Sell
42,571
-434,097
-91% -$9.63M ﹤0.01% 2771
2023
Q2 		$10.7M Buy
476,668
+428,856
+897% +$8.95M 0.02% 729
2023
Q1 		$995K Buy
47,812
+108
+0.2% +$2.27K ﹤0.01% 2472
2022
Q4 		$917K Buy
47,704
+3,128
+7% +$63K ﹤0.01% 2448
2022
Q3 		$904K Sell
44,576
-6,374
-13% -$150K ﹤0.01% 2335
2022
Q2 		$1.08M Sell
50,950
-6,091
-11% -$156K ﹤0.01% 2185
2022
Q1 		$8.97M Sell
57,041
-5,003
-8% -$164K 0.02% 812
2021
Q4 		$2.48M Buy
62,044
+12,566
+25% +$595K ﹤0.01% 1592
2021
Q3 		$2.38M Sell
49,478
-867
-2% -$42.4K ﹤0.01% 1568
2021
Q2 		$2.4M Sell
50,345
-6,037
-11% -$277K 0.01% 1551
2021
Q1 		$2.49M Buy
56,382
+19,023
+51% +$895K 0.01% 1432
2020
Q4 		$1.74M Buy
37,359
+11,340
+44% +$473K ﹤0.01% 1555
2020
Q3 		$987K Buy
26,019
+11,270
+76% +$411K ﹤0.01% 1843
2020
Q2 		$490K Buy
14,749
+1,086
+8% +$32.2K ﹤0.01% 2362
2020
Q1 		$331K Buy
+13,663
New +$406K ﹤0.01% 2440

Other funds holding FINX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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 40.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Osaic Holdings's FINX Position: Q2 2026 in Review

Osaic Holdings increased its Global X FinTech ETF (FINX) stake by 52% in Q2 2026, buying an estimated $80.1K and bringing the position to 9,394 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #4303.

Osaic Holdings first reported a position in FINX in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.7M in Q2 2023. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Osaic Holdings held 9,394 shares of Global X FinTech ETF worth $232K as of Q2 2026.
  • Osaic Holdings bought 3,215 Global X FinTech ETF shares in Q2 2026, an estimated $80.1K.
  • Global X FinTech ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4303 holding.
  • Osaic Holdings first reported a position in Global X FinTech ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Global X FinTech ETF position peaked at $10.7M in Q2 2023.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.