Sherman Asset Management’s Global X FinTech ETF FINX Stock Holding History

Sherman Asset Management’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	$263K	Buy	10,636 +9,479	+819%	+$236K	0.2%	45
2026 Q1	$26.7K	Buy	+1,157	New	+$29.9K	0.02%	105

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

Sherman Asset Management's FINX Position: Q2 2026 in Review

Sherman Asset Management increased its Global X FinTech ETF (FINX) stake by 819% in Q2 2026, buying an estimated $236K and bringing the position to 10,636 shares worth $263K. The position accounts for 0.2% of the portfolio, ranked #45.

Sherman Asset Management first reported a position in FINX in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Sherman Asset Management held 10,636 shares of Global X FinTech ETF worth $263K as of Q2 2026.
Sherman Asset Management bought 9,479 Global X FinTech ETF shares in Q2 2026, an estimated $236K.
Global X FinTech ETF made up 0.2% of Sherman Asset Management's portfolio in Q2 2026, its #45 holding.
Sherman Asset Management first reported a position in Global X FinTech ETF in Q1 2026 and has held it in 2 quarters since.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.