Twin Peaks Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-2,484	Closed	-$57.4K	–	925
2026 Q1	$57.4K	Buy	+2,484	New	+$64.2K	0.01%	405
2025 Q3	–	Sell	-3,593	Closed	-$119K	–	848
2025 Q2	$119K	Buy	+3,593	New	+$107K	0.04%	212

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

SCP

Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 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

Twin Peaks Wealth Advisors's FINX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q2 2026, closing a stake of 2,484 shares — an estimated $57.4K sold.

Twin Peaks Wealth Advisors first reported a position in FINX in Q2 2025 and held it in 2 quarters. The position peaked at $119K in Q2 2025. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Global X FinTech ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2,484 Global X FinTech ETF shares in Q2 2026, an estimated $57.4K.
Twin Peaks Wealth Advisors first reported a position in Global X FinTech ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Global X FinTech ETF position peaked at $119K in Q2 2025.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.