Raymond James Financial’s Global X FinTech ETF FINX Stock Holding History

Raymond James Financial’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	$7.63M	Buy	330,177 +218,656	+196%	+$5.65M	﹤0.01%	2243
2025 Q4	$3.28M	Buy	111,521 +11,120	+11%	+$353K	﹤0.01%	2855
2025 Q3	$3.37M	Buy	100,401 +15,183	+18%	+$516K	﹤0.01%	2764
2025 Q2	$2.92M	Buy	85,218 +9,485	+13%	+$282K	﹤0.01%	2781
2025 Q1	$2.09M	Buy	75,733 +8,122	+12%	+$251K	﹤0.01%	2954
2024 Q4	$2.11M	Buy	+67,611	New	+$2.11M	﹤0.01%	2929

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's FINX Position: Q1 2026 in Review

Raymond James Financial increased its Global X FinTech ETF (FINX) stake by 196% in Q1 2026, buying an estimated $5.65M and bringing the position to 330,177 shares worth $7.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Raymond James Financial first reported a position in FINX in Q4 2024 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Raymond James Financial held 330,177 shares of Global X FinTech ETF worth $7.63M as of Q1 2026.
Raymond James Financial bought 218,656 Global X FinTech ETF shares in Q1 2026, an estimated $5.65M.
Global X FinTech ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2243 holding.
Raymond James Financial first reported a position in Global X FinTech ETF in Q4 2024 and has held it in 6 quarters since.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.