Tradition Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Tradition Wealth Management’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	-6,300	Closed	-$211K	–	505
2025 Q3	$211K	Hold	6,300	–	–	0.02%	450
2025 Q2	$216K	Buy	+6,300	New	+$187K	0.02%	418
2025 Q1	–	Sell	-6,631	Closed	-$207K	–	449
2024 Q4	$207K	Buy	+6,631	New	+$207K	0.02%	394
2024 Q1	–	Sell	-5,622	Closed	-$144K	–	659
2023 Q4	$144K	Sell	5,622 -500	-8%	-$10.7K	0.02%	381
2023 Q3	$123K	Buy	6,122 +359	+6%	+$7.96K	0.01%	385
2023 Q2	$127K	Hold	5,763	–	–	0.01%	401
2023 Q1	$120K	Hold	5,763	–	–	0.01%	393
2022 Q4	$111K	Buy	5,763 +3,385	+142%	+$68.2K	0.02%	353
2022 Q3	$48K	Buy	2,378 +1,103	+87%	+$26K	0.01%	519
2022 Q2	$27K	Hold	1,275	–	–	﹤0.01%	591
2022 Q1	$41K	Buy	1,275 +1,200	+1,600%	+$39.3K	0.01%	557
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	1130
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	1070
2021 Q2	$4K	Sell	75 -925	-93%	-$42.5K	﹤0.01%	1093
2021 Q1	$44K	Hold	1,000	–	–	0.01%	460
2020 Q4	$47K	Buy	+1,000	New	+$41.7K	0.01%	425

Other funds holding FINX

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's FINX Position: Q4 2025 in Review

Tradition Wealth Management sold out of Global X FinTech ETF (FINX) in Q4 2025, closing a stake of 6,300 shares — an estimated $211K sold.

Tradition Wealth Management first reported a position in FINX in Q4 2020 and held it in 16 quarters. The position peaked at $216K in Q2 2025. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

Tradition Wealth Management reported no remaining Global X FinTech ETF position as of Q4 2025 after selling out during the quarter.
Tradition Wealth Management sold 6,300 Global X FinTech ETF shares in Q4 2025, an estimated $211K.
Tradition Wealth Management first reported a position in Global X FinTech ETF in Q4 2020 and held it in 16 quarters.
Tradition Wealth Management's Global X FinTech ETF position peaked at $216K in Q2 2025.
92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Tradition Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.