Ritter Daniher Financial Advisory’s Global X FinTech ETF FINX Stock Holding History

Ritter Daniher Financial 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 Q2	$5.68K	Hold	230	–	–	﹤0.01%	499
2026 Q1	$5.31K	Hold	230	–	–	﹤0.01%	503
2025 Q4	$6.77K	Hold	230	–	–	﹤0.01%	485
2025 Q3	$7.71K	Hold	230	–	–	﹤0.01%	363
2025 Q2	$7.87K	Hold	230	–	–	﹤0.01%	272
2025 Q1	$6.34K	Hold	230	–	–	﹤0.01%	265
2024 Q4	$7.18K	Hold	230	–	–	﹤0.01%	250
2024 Q3	$6.45K	Hold	230	–	–	﹤0.01%	259
2024 Q2	$5.79K	Buy	230 +100	+77%	+$2.56K	﹤0.01%	257
2024 Q1	$3.62K	Hold	130	–	–	﹤0.01%	264
2023 Q4	$3.33K	Hold	130	–	–	﹤0.01%	290
2023 Q3	$2.62K	Hold	130	–	–	﹤0.01%	298
2023 Q2	$2.87K	Hold	130	–	–	﹤0.01%	274
2023 Q1	$2.71K	Hold	130	–	–	﹤0.01%	245
2022 Q4	$2.5K	Hold	130	–	–	﹤0.01%	235
2022 Q3	$3K	Hold	130	–	–	﹤0.01%	209
2022 Q2	$3K	Buy	+130	New	+$3.33K	﹤0.01%	209

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Ritter Daniher Financial Advisory's FINX Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Global X FinTech ETF (FINX) position steady in Q2 2026 at 230 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Ritter Daniher Financial Advisory first reported a position in FINX in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.87K in Q2 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Ritter Daniher Financial Advisory held 230 shares of Global X FinTech ETF worth $5.68K as of Q2 2026.
Ritter Daniher Financial Advisory left its Global X FinTech ETF share count unchanged in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #499 holding.
Ritter Daniher Financial Advisory first reported a position in Global X FinTech ETF in Q2 2022 and has held it in 17 quarters since.
Ritter Daniher Financial Advisory's Global X FinTech ETF position peaked at $7.87K in Q2 2025.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.