Simplex Trading
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Simplex Trading’s Global X FinTech ETF FINX Stock Holding History

Simplex Trading’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
-108
Closed -$3.18K – 9402
2025
Q4 		$3.18K Buy
+108
New +$3.43K ﹤0.01% 7657
2025
Q3 		– Sell
-300
Closed -$10K – 9348
2025
Q2 		$10K Buy
+300
New +$8.91K ﹤0.01% 7304
2025
Q1 		– Sell
-100
Closed -$3K – 8831
2024
Q4 		$3K Buy
+100
New +$3.12K ﹤0.01% 7870
2024
Q3 		– Sell
-36
Closed – – 8820
2024
Q2 		$0 Buy
+36
New +$924 ﹤0.01% 9078
2024
Q1 		– Sell
-1,525
Closed -$38K – 9152
2023
Q4 		$38K Sell
1,525
-729
-32% -$15.7K ﹤0.01% 6347
2023
Q3 		$45K Buy
+2,254
New +$50K ﹤0.01% 5904
2023
Q2 		– Sell
-578
Closed -$12K – 9262
2023
Q1 		$12K Buy
+578
New +$12.1K ﹤0.01% 7376
2022
Q4 		– Sell
-614
Closed -$12K – 9539
2022
Q3 		$12K Buy
+614
New +$14.5K ﹤0.01% 8056
2022
Q2 		– Sell
-6,774
Closed -$216K – 10290
2022
Q1 		$216K Sell
6,774
-1,424
-17% -$46.6K ﹤0.01% 5048
2021
Q4 		$328K Buy
8,198
+7,449
+995% +$353K ﹤0.01% 4416
2021
Q3 		$35K Hold
749
– – ﹤0.01% 7947
2021
Q2 		$35K Buy
749
+566
+309% +$26K ﹤0.01% 8077
2021
Q1 		$8K Buy
+183
New +$8.61K ﹤0.01% 8011

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading's FINX Position: Q1 2026 in Review

Simplex Trading sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 108 shares — an estimated $3.18K sold.

Simplex Trading first reported a position in FINX in Q1 2021 and held it in 13 quarters. The position peaked at $328K in Q4 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Simplex Trading reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 108 Global X FinTech ETF shares in Q1 2026, an estimated $3.18K.
  • Simplex Trading first reported a position in Global X FinTech ETF in Q1 2021 and held it in 13 quarters.
  • Simplex Trading's Global X FinTech ETF position peaked at $328K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.