Rothschild Investment LLC’s Global X FinTech ETF FINX Stock Holding History

Rothschild Investment LLC’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	$4.89K	Hold	198	–	–	﹤0.01%	2274
2026 Q1	$4.57K	Hold	198	–	–	﹤0.01%	2095
2025 Q4	$5.83K	Hold	198	–	–	﹤0.01%	1809
2025 Q3	$6.64K	Hold	198	–	–	﹤0.01%	1596
2025 Q2	$6.78K	Hold	198	–	–	﹤0.01%	1369
2025 Q1	$5.46K	Hold	198	–	–	﹤0.01%	1396
2024 Q4	$6.18K	Hold	198	–	–	﹤0.01%	1279
2024 Q3	$5.55K	Hold	198	–	–	﹤0.01%	1260
2024 Q2	$4.98K	Hold	198	–	–	﹤0.01%	1211
2024 Q1	$5.52K	Hold	198	–	–	﹤0.01%	1126
2023 Q4	$5.06K	Buy	+198	New	+$4.25K	﹤0.01%	1078

Other funds holding FINX

BSCCG

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

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

MWM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Rothschild Investment LLC's FINX Position: Q2 2026 in Review

Rothschild Investment LLC held its Global X FinTech ETF (FINX) position steady in Q2 2026 at 198 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Rothschild Investment LLC first reported a position in FINX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.78K in Q2 2025. 37 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Rothschild Investment LLC held 198 shares of Global X FinTech ETF worth $4.89K as of Q2 2026.
Rothschild Investment LLC left its Global X FinTech ETF share count unchanged in Q2 2026.
Global X FinTech ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2274 holding.
Rothschild Investment LLC first reported a position in Global X FinTech ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Global X FinTech ETF position peaked at $6.78K in Q2 2025.
37 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.