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Stratos Wealth Partners’s Global X FinTech ETF FINX Stock Holding History

Stratos Wealth 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 		$308K Sell
13,349
-804
-6% -$20.8K ﹤0.01% 1301
2025
Q4 		$417K Sell
14,153
-518
-4% -$16.4K ﹤0.01% 1120
2025
Q3 		$492K Buy
14,671
+203
+1% +$6.9K 0.01% 1021
2025
Q2 		$495K Sell
14,468
-201
-1% -$5.97K 0.01% 933
2025
Q1 		$404K Sell
14,669
-1,235
-8% -$38.2K 0.01% 969
2024
Q4 		$497K Buy
15,904
+418
+3% +$13.1K 0.01% 932
2024
Q3 		$434K Sell
15,486
-43
-0.3% -$1.14K 0.01% 984
2024
Q2 		$391K Sell
15,529
-4,696
-23% -$120K 0.01% 997
2024
Q1 		$563K Sell
20,225
-7,762
-28% -$198K 0.01% 850
2023
Q4 		$716K Sell
27,987
-2,703
-9% -$58.1K 0.01% 740
2023
Q3 		$618K Sell
30,690
-1,071
-3% -$23.8K 0.01% 740
2023
Q2 		$701K Buy
31,761
+747
+2% +$15.6K 0.02% 655
2023
Q1 		$646K Sell
31,014
-2,159
-7% -$45.3K 0.02% 608
2022
Q4 		$639K Sell
33,173
-2,111
-6% -$42.5K 0.02% 644
2022
Q3 		$716K Sell
35,284
-3,490
-9% -$82.2K 0.02% 577
2022
Q2 		$826K Sell
38,774
-598
-2% -$15.3K 0.02% 564
2022
Q1 		$1.26M Sell
39,372
-3,288
-8% -$108K 0.03% 492
2021
Q4 		$1.71M Buy
42,660
+1,755
+4% +$83.1K 0.04% 401
2021
Q3 		$1.96M Buy
40,905
+1,989
+5% +$97.3K 0.05% 324
2021
Q2 		$1.85M Sell
38,916
-368
-0.9% -$16.9K 0.05% 368
2021
Q1 		$1.73M Buy
39,284
+829
+2% +$39K 0.05% 341
2020
Q4 		$1.8M Buy
38,455
+5,082
+15% +$212K 0.05% 293
2020
Q3 		$1.27M Sell
33,373
-1,437
-4% -$52.4K 0.04% 348
2020
Q2 		$1.16M Sell
34,810
-875
-2% -$25.9K 0.04% 354
2020
Q1 		$862K Sell
35,685
-2,327
-6% -$69.2K 0.04% 365
2019
Q4 		$1.16M Buy
38,012
+10,984
+41% +$321K 0.05% 356
2019
Q3 		$778K Buy
27,028
+2,228
+9% +$65.6K 0.03% 443
2019
Q2 		$732K Buy
+24,800
New +$708K 0.03% 457
2018
Q4 		– Sell
-5,246
Closed -$151K – 1387
2018
Q3 		$151K Buy
+5,246
New +$146K 0.01% 948
2018
Q2 		– Sell
-4,076
Closed -$95K – 1515
2018
Q1 		$95K Buy
+4,076
New +$95.6K ﹤0.01% 1230

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

Stratos Wealth Partners's FINX Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Global X FinTech ETF (FINX) stake by 5.7% in Q1 2026, selling an estimated $20.8K and leaving 13,349 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Stratos Wealth Partners first reported a position in FINX in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.96M in Q3 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Stratos Wealth Partners held 13,349 shares of Global X FinTech ETF worth $308K as of Q1 2026.
  • Stratos Wealth Partners sold 804 Global X FinTech ETF shares in Q1 2026, an estimated $20.8K.
  • Global X FinTech ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1301 holding.
  • Stratos Wealth Partners first reported a position in Global X FinTech ETF in Q1 2018 and has held it in 30 quarters since.
  • Stratos Wealth Partners's Global X FinTech ETF position peaked at $1.96M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.