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 Q2	$3.54M	Sell	143,397 -186,780	-57%	-$4.66M	﹤0.01%	3028
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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial's FINX Position: Q2 2026 in Review

Raymond James Financial reduced its Global X FinTech ETF (FINX) stake by 57% in Q2 2026, selling an estimated $4.66M and leaving 143,397 shares worth $3.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

Raymond James Financial first reported a position in FINX in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.63M in Q1 2026. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Raymond James Financial held 143,397 shares of Global X FinTech ETF worth $3.54M as of Q2 2026.
Raymond James Financial sold 186,780 Global X FinTech ETF shares in Q2 2026, an estimated $4.66M.
Global X FinTech ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3028 holding.
Raymond James Financial first reported a position in Global X FinTech ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Global X FinTech ETF position peaked at $7.63M in Q1 2026.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.