RFG Advisory’s Global X FinTech ETF FINX Stock Holding History

RFG Advisory’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	–	Sell	-24,698	Closed	-$727K	–	1069
2025 Q4	$727K	Buy	24,698 +1,750	+8%	+$55.5K	0.01%	600
2025 Q3	$769K	Buy	22,948 +9,441	+70%	+$321K	0.02%	545
2025 Q2	$462K	Buy	+13,507	New	+$401K	0.01%	658
2022 Q3	–	Sell	-8,456	Closed	-$218K	–	623
2022 Q2	$218K	Buy	+8,456	New	+$216K	0.01%	523

Other funds holding FINX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

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

SCP

Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RFG Advisory's FINX Position: Q1 2026 in Review

RFG Advisory sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 24,698 shares — an estimated $727K sold.

RFG Advisory first reported a position in FINX in Q2 2022 and held it in 4 quarters. The position peaked at $769K in Q3 2025. 80 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

RFG Advisory reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
RFG Advisory sold 24,698 Global X FinTech ETF shares in Q1 2026, an estimated $727K.
RFG Advisory first reported a position in Global X FinTech ETF in Q2 2022 and held it in 4 quarters.
RFG Advisory's Global X FinTech ETF position peaked at $769K in Q3 2025.
80 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.