Stamos Capital Partners’s Global X FinTech ETF FINX Stock Holding History

Stamos Capital Partners’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	$2.3M	Buy	93,220 +4,482	+5%	+$112K	0.35%	92
2026 Q1	$2.05M	Buy	88,738 +23,169	+35%	+$599K	0.32%	94
2025 Q4	$1.93M	Buy	65,569 +33,064	+102%	+$1.05M	0.31%	93
2025 Q3	$1.09M	Sell	32,505 -7,187	-18%	-$244K	0.21%	107
2025 Q2	$1.36M	Buy	39,692 +3,434	+9%	+$102K	0.24%	104
2025 Q1	$999K	Sell	36,258 -3,402	-9%	-$105K	0.26%	103
2024 Q4	$1.24M	Buy	+39,660	New	+$1.24M	0.29%	102
2024 Q3	–	Sell	-38,710	Closed	-$974K	–	132
2024 Q2	$974K	Buy	+38,710	New	+$993K	0.21%	110

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stamos Capital Partners's FINX Position: Q2 2026 in Review

Stamos Capital Partners increased its Global X FinTech ETF (FINX) stake by 5.1% in Q2 2026, buying an estimated $112K and bringing the position to 93,220 shares worth $2.3M. The position accounts for 0.35% of the portfolio, ranked #92.

Stamos Capital Partners first reported a position in FINX in Q2 2024 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Stamos Capital Partners held 93,220 shares of Global X FinTech ETF worth $2.3M as of Q2 2026.
Stamos Capital Partners bought 4,482 Global X FinTech ETF shares in Q2 2026, an estimated $112K.
Global X FinTech ETF made up 0.35% of Stamos Capital Partners's portfolio in Q2 2026, its #92 holding.
Stamos Capital Partners first reported a position in Global X FinTech ETF in Q2 2024 and has held it in 8 quarters since.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.