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

Wingate 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
2025
Q1 		– Sell
-229
Closed -$7.14K – 205
2024
Q4 		$7.14K Buy
+229
New +$7.16K 0.01% 363

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wingate Wealth Advisors's FINX Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q1 2025, closing a stake of 229 shares — an estimated $7.14K sold.

Wingate Wealth Advisors first reported a position in FINX in Q4 2024 and held it in 1 quarter. The position peaked at $7.14K in Q4 2024. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Global X FinTech ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 229 Global X FinTech ETF shares in Q1 2025, an estimated $7.14K.
  • Wingate Wealth Advisors first reported a position in Global X FinTech ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Global X FinTech ETF position peaked at $7.14K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.