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Steward Partners Investment Advisory’s Global X FinTech ETF FINX Stock Holding History

Steward Partners Investment Advisory’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 		$25.7K Sell
1,042
-195
-16% -$4.86K ﹤0.01% 3305
2026
Q1 		$28.6K Buy
1,237
+448
+57% +$11.6K ﹤0.01% 3069
2025
Q4 		$23.2K Sell
789
-161
-17% -$5.11K ﹤0.01% 3076
2025
Q3 		$31.8K Hold
950
– – ﹤0.01% 2848
2025
Q2 		$32.5K Buy
950
+13
+1% +$386 ﹤0.01% 2692
2025
Q1 		$25.8K Buy
937
+284
+43% +$8.79K ﹤0.01% 2688
2024
Q4 		$20.4K Buy
653
+358
+121% +$11.2K ﹤0.01% 2786
2024
Q3 		$8.27K Sell
295
-2,000
-87% -$52.8K ﹤0.01% 3022
2024
Q2 		$57.7K Hold
2,295
– – ﹤0.01% 2038
2024
Q1 		$63.9K Buy
2,295
+1,400
+156% +$35.7K ﹤0.01% 1979
2023
Q4 		$22.9K Sell
895
-380
-30% -$8.16K ﹤0.01% 2341
2023
Q3 		$25.7K Sell
1,275
-5
-0.4% -$111 ﹤0.01% 2192
2023
Q2 		$28.3K Hold
1,280
– – ﹤0.01% 2114
2023
Q1 		$26.6K Sell
1,280
-550
-30% -$11.5K ﹤0.01% 2128
2022
Q4 		$35.2K Buy
1,830
+380
+26% +$7.66K ﹤0.01% 1974
2022
Q3 		$29K Buy
1,450
+100
+7% +$2.36K ﹤0.01% 2041
2022
Q2 		$29K Buy
1,350
+400
+42% +$10.2K ﹤0.01% 2058
2022
Q1 		$30K Sell
950
-2,255
-70% -$73.8K ﹤0.01% 2170
2021
Q4 		$128K Buy
3,205
+2,525
+371% +$120K ﹤0.01% 1486
2021
Q3 		$33K Buy
680
+10
+1% +$489 ﹤0.01% 2079
2021
Q2 		$32K Buy
670
+170
+34% +$7.8K ﹤0.01% 4068
2021
Q1 		$22.1K Buy
+500
New +$23.5K ﹤0.01% 2423
2020
Q1 		– Sell
-200
Closed -$6K – 2557
2019
Q4 		$6K Hold
200
– – ﹤0.01% 2176
2019
Q3 		$5K Hold
200
– – ﹤0.01% 2236
2019
Q2 		$5K Buy
+200
New +$5.71K ﹤0.01% 2212

Other funds holding FINX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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

Steward Partners Investment Advisory's FINX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Global X FinTech ETF (FINX) stake by 16% in Q2 2026, selling an estimated $4.86K and leaving 1,042 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3305.

Steward Partners Investment Advisory first reported a position in FINX in Q2 2019 and has held it in 25 quarters since. The position peaked at $128K in Q4 2021. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Steward Partners Investment Advisory held 1,042 shares of Global X FinTech ETF worth $25.7K as of Q2 2026.
  • Steward Partners Investment Advisory sold 195 Global X FinTech ETF shares in Q2 2026, an estimated $4.86K.
  • Global X FinTech ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3305 holding.
  • Steward Partners Investment Advisory first reported a position in Global X FinTech ETF in Q2 2019 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Global X FinTech ETF position peaked at $128K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.