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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stamos Capital Partners's FINX Position: Q1 2026 in Review

Stamos Capital Partners increased its Global X FinTech ETF (FINX) stake by 35% in Q1 2026, buying an estimated $599K and bringing the position to 88,738 shares worth $2.05M. The position accounts for 0.32% of the portfolio, ranked #94.

Stamos Capital Partners first reported a position in FINX in Q2 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

Stamos Capital Partners held 88,738 shares of Global X FinTech ETF worth $2.05M as of Q1 2026.
Stamos Capital Partners bought 23,169 Global X FinTech ETF shares in Q1 2026, an estimated $599K.
Global X FinTech ETF made up 0.32% of Stamos Capital Partners's portfolio in Q1 2026, its #94 holding.
Stamos Capital Partners first reported a position in Global X FinTech ETF in Q2 2024 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.