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Global X Fds fintec thmatic shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Global X Fds fintec thmatic (FINX) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Global X Fds fintec thmatic

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds fintec thmatic held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds fintec thmatic by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 1.2k 33.52
2025-06-30 $41k 1.2k 34.22
2025-03-31 $47k 1.7k 27.56
2024-12-31 $69k 2.2k 31.22
2022-09-30 $205k 10k 20.25

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Broadcom Call Call Option (Principal) (AVGO)
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Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Global X Fds fintec thmatic

LPL Financial
Morgan Stanley
Scotia Capital
UBS Group
Ameriprise Financial
Blue Sky Capital Consultants Group
Gerber Kawasaki Wealth & Investment Management
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Envestnet Asset Management
Susquehanna International
AAFMAA Wealth Management & Trust
Mirae Asset Global Investments
Cambridge Investment Research Advisors

View all funds holding Global X Fds fintec thmatic