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Sound Income Strategies’s Global X FinTech ETF FINX Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-459
Closed -$16.1K – 2533
2025
Q3 		$16.1K Buy
+459
New +$15.6K ﹤0.01% 872
2025
Q2 		– Sell
-557
Closed -$15.4K – 1641
2025
Q1 		$15.4K Hold
557
– – ﹤0.01% 782
2024
Q4 		$17.4K Buy
+557
New +$17.4K ﹤0.01% 703

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $234M AUM 21.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound Income Strategies's FINX Position: Q4 2025 in Review

Sound Income Strategies sold out of Global X FinTech ETF (FINX) in Q4 2025, closing a stake of 459 shares — an estimated $16.1K sold.

Sound Income Strategies first reported a position in FINX in Q4 2024 and held it in 3 quarters. The position peaked at $17.4K in Q4 2024. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

  • Sound Income Strategies reported no remaining Global X FinTech ETF position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 459 Global X FinTech ETF shares in Q4 2025, an estimated $16.1K.
  • Sound Income Strategies first reported a position in Global X FinTech ETF in Q4 2024 and held it in 3 quarters.
  • Sound Income Strategies's Global X FinTech ETF position peaked at $17.4K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.