Phoenix Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

Phoenix Wealth Advisors’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	$789K	Sell	34,168 -991	-3%	-$25.6K	0.31%	62
2025 Q4	$1.03M	Sell	35,159 -71	-0.2%	-$2.25K	0.4%	53
2025 Q3	$1.18M	Buy	35,230 +11	+0%	+$374	0.45%	48
2025 Q2	$1.21M	Sell	35,219 -402	-1%	-$11.9K	0.5%	48
2025 Q1	$982K	Buy	35,621 +450	+1%	+$13.9K	0.43%	50
2024 Q4	$1.1M	Sell	35,171 -99	-0.3%	-$3.09K	0.48%	46
2024 Q3	$988K	Buy	35,270 +182	+0.5%	+$4.8K	0.46%	48
2024 Q2	$883K	Sell	35,088 -345	-1%	-$8.85K	0.44%	49
2024 Q1	$987K	Buy	35,433 +5,109	+17%	+$130K	0.6%	42
2023 Q4	$752K	Buy	30,324 +15,302	+102%	+$329K	0.52%	44
2023 Q3	$303K	Buy	+15,022	New	+$333K	0.18%	81

Other funds holding FINX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Phoenix Wealth Advisors's FINX Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Global X FinTech ETF (FINX) stake by 2.8% in Q1 2026, selling an estimated $25.6K and leaving 34,168 shares worth $789K. The position accounts for 0.31% of the portfolio, ranked #62.

Phoenix Wealth Advisors first reported a position in FINX in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Phoenix Wealth Advisors held 34,168 shares of Global X FinTech ETF worth $789K as of Q1 2026.
Phoenix Wealth Advisors sold 991 Global X FinTech ETF shares in Q1 2026, an estimated $25.6K.
Global X FinTech ETF made up 0.31% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Phoenix Wealth Advisors first reported a position in Global X FinTech ETF in Q3 2023 and has held it in 11 quarters since.
Phoenix Wealth Advisors's Global X FinTech ETF position peaked at $1.21M in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.