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Sage Mountain Advisors’s Global X FinTech ETF FINX Stock Holding History

Sage Mountain Advisors’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
2025
Q2 		– Sell
-313
Closed -$8.63K – 515
2025
Q1 		$8.63K Buy
+313
New +$9.69K ﹤0.01% 482

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Mountain Advisors's FINX Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Global X FinTech ETF (FINX) in Q2 2025, closing a stake of 313 shares — an estimated $8.63K sold.

Sage Mountain Advisors first reported a position in FINX in Q1 2025 and held it in 1 quarter. The position peaked at $8.63K in Q1 2025. 97 funds tracked by Wall St. Rank hold FINX as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Global X FinTech ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 313 Global X FinTech ETF shares in Q2 2025, an estimated $8.63K.
  • Sage Mountain Advisors first reported a position in Global X FinTech ETF in Q1 2025 and held it in 1 quarter.
  • Sage Mountain Advisors's Global X FinTech ETF position peaked at $8.63K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.