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Global X Fds fintec thmatic shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks 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 Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $57k 2.5k 23.10
2025-06-30 $119k 3.6k 33.08

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View all positions for Twin Peaks Wealth Advisors

Top funds holding Global X Fds fintec thmatic

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Blue Sky Capital Consultants Group
Raymond James Financial
Wells Fargo & Company
Moran Wealth Management
Stamos Capital Partners
Ameriprise Financial
Farther Finance Advisors
Susquehanna International
Phoenix Wealth Advisors
Citigroup
Royal Bank of Canada

View all funds holding Global X Fds fintec thmatic