WIM
FINX icon

Westside Investment Management’s Global X FinTech ETF FINX Stock Holding History

Westside Investment 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
-103
Closed -$3.45K – 1510
2025
Q3 		$3.45K Buy
+103
New +$3.5K ﹤0.01% 1296
2021
Q3 		– Sell
-100
Closed -$4 – 752
2021
Q2 		$4 Hold
100
– – ﹤0.01% 662
2021
Q1 		$4 Buy
+100
New +$4.7K ﹤0.01% 645

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westside Investment Management's FINX Position: Q4 2025 in Review

Westside Investment Management sold out of Global X FinTech ETF (FINX) in Q4 2025, closing a stake of 103 shares — an estimated $3.45K sold.

Westside Investment Management first reported a position in FINX in Q1 2021 and held it in 3 quarters. The position peaked at $3.45K in Q3 2025. 92 funds tracked by Wall St. Rank hold FINX as of Q4 2025.

  • Westside Investment Management reported no remaining Global X FinTech ETF position as of Q4 2025 after selling out during the quarter.
  • Westside Investment Management sold 103 Global X FinTech ETF shares in Q4 2025, an estimated $3.45K.
  • Westside Investment Management first reported a position in Global X FinTech ETF in Q1 2021 and held it in 3 quarters.
  • Westside Investment Management's Global X FinTech ETF position peaked at $3.45K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.