Valley National Advisers’s Global X FinTech ETF FINX Stock Holding History

Valley National Advisers’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	$67.6K	Sell	2,737 -207	-7%	-$5.16K	0.01%	377
2026 Q1	$68K	Sell	2,944 -2,975	-50%	-$76.9K	0.01%	370
2025 Q4	$174K	Sell	5,919 -4,337	-42%	-$138K	0.02%	258
2025 Q3	$343K	Sell	10,256 -428	-4%	-$14.5K	0.05%	195
2025 Q2	$365K	Sell	10,684 -4,809	-31%	-$143K	0.06%	188
2025 Q1	$426K	Sell	15,493 -431	-3%	-$13.3K	0.08%	170
2024 Q4	$497K	Buy	+15,924	New	+$498K	0.09%	163
2023 Q4	–	Sell	-1,013	Closed	-$20K	–	1221
2023 Q3	$20K	Hold	1,013	–	–	﹤0.01%	504
2023 Q2	$23K	Hold	1,013	–	–	﹤0.01%	487
2023 Q1	$21K	Hold	1,013	–	–	﹤0.01%	496
2022 Q4	$20K	Hold	1,013	–	–	﹤0.01%	491
2022 Q3	$21K	Hold	1,013	–	–	﹤0.01%	487
2022 Q2	$23K	Buy	+1,013	New	+$25.9K	﹤0.01%	453

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

Valley National Advisers's FINX Position: Q2 2026 in Review

Valley National Advisers reduced its Global X FinTech ETF (FINX) stake by 7% in Q2 2026, selling an estimated $5.16K and leaving 2,737 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #377.

Valley National Advisers first reported a position in FINX in Q2 2022 and has held it in 13 quarters since. The position peaked at $497K in Q4 2024. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Valley National Advisers held 2,737 shares of Global X FinTech ETF worth $67.6K as of Q2 2026.
Valley National Advisers sold 207 Global X FinTech ETF shares in Q2 2026, an estimated $5.16K.
Global X FinTech ETF made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #377 holding.
Valley National Advisers first reported a position in Global X FinTech ETF in Q2 2022 and has held it in 13 quarters since.
Valley National Advisers's Global X FinTech ETF position peaked at $497K in Q4 2024.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.