O'Shaughnessy Asset Management’s Global X FinTech ETF FINX Stock Holding History

O'Shaughnessy Asset 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	–	Sell	-55	Closed	-$1.27K	–	2702
2026 Q1	$1.27K	Sell	55 -45	-45%	-$1.16K	﹤0.01%	2577
2025 Q4	$2.94K	Hold	100	–	–	﹤0.01%	2515
2025 Q3	$3.35K	Hold	100	–	–	﹤0.01%	2440
2025 Q2	$3.42K	Hold	100	–	–	﹤0.01%	2261
2025 Q1	$2.76K	Buy	+100	New	+$3.1K	﹤0.01%	2208

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

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

O'Shaughnessy Asset Management's FINX Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Global X FinTech ETF (FINX) in Q2 2026, closing a stake of 55 shares — an estimated $1.27K sold.

O'Shaughnessy Asset Management first reported a position in FINX in Q1 2025 and held it in 5 quarters. The position peaked at $3.42K in Q2 2025. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

O'Shaughnessy Asset Management reported no remaining Global X FinTech ETF position as of Q2 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 55 Global X FinTech ETF shares in Q2 2026, an estimated $1.27K.
O'Shaughnessy Asset Management first reported a position in Global X FinTech ETF in Q1 2025 and held it in 5 quarters.
O'Shaughnessy Asset Management's Global X FinTech ETF position peaked at $3.42K in Q2 2025.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.