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Private Advisor Group’s Global X FinTech ETF FINX Stock Holding History

Private Advisor 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
2025
Q4 		– Sell
-6,188
Closed -$207K – 2667
2025
Q3 		$207K Sell
6,188
-1
-0% -$34 ﹤0.01% 2311
2025
Q2 		$212K Buy
+6,189
New +$184K ﹤0.01% 2200
2022
Q2 		– Sell
-184,148
Closed -$5.9M – 2160
2022
Q1 		$5.9M Sell
184,148
-136,390
-43% -$4.46M 0.05% 388
2021
Q4 		$12.8M Buy
320,538
+110,784
+53% +$5.25M 0.1% 212
2021
Q3 		$10.1M Buy
209,754
+133,448
+175% +$6.53M 0.06% 300
2021
Q2 		$3.64M Buy
76,306
+31,499
+70% +$1.45M 0.03% 515
2021
Q1 		$1.98M Buy
44,807
+5,835
+15% +$274K 0.02% 722
2020
Q4 		$1.82M Buy
38,972
+1,876
+5% +$78.2K 0.02% 687
2020
Q3 		$1.41M Sell
37,096
-450
-1% -$16.4K 0.02% 665
2020
Q2 		$1.25M Sell
37,546
-2,884
-7% -$85.5K 0.02% 677
2020
Q1 		$977K Buy
40,430
+143
+0.4% +$4.25K 0.02% 661
2019
Q4 		$1.22M Buy
+40,287
New +$1.18M 0.02% 686
2019
Q2 		– Sell
-64,369
Closed -$1.78M – 1691
2019
Q1 		$1.78M Sell
64,369
-868
-1% -$22.3K 0.04% 479
2018
Q4 		$1.44M Buy
65,237
+41,089
+170% +$1.01M 0.03% 472
2018
Q3 		$694K Buy
24,148
+16,401
+212% +$456K 0.01% 850
2018
Q2 		$202K Buy
+7,747
New +$194K ﹤0.01% 1191

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group's FINX Position: Q4 2025 in Review

Private Advisor Group sold out of Global X FinTech ETF (FINX) in Q4 2025, closing a stake of 6,188 shares — an estimated $207K sold.

Private Advisor Group first reported a position in FINX in Q2 2018 and held it in 16 quarters. The position peaked at $12.8M in Q4 2021. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

  • Private Advisor Group reported no remaining Global X FinTech ETF position as of Q4 2025 after selling out during the quarter.
  • Private Advisor Group sold 6,188 Global X FinTech ETF shares in Q4 2025, an estimated $207K.
  • Private Advisor Group first reported a position in Global X FinTech ETF in Q2 2018 and held it in 16 quarters.
  • Private Advisor Group's Global X FinTech ETF position peaked at $12.8M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.