FINX β€” GLOBAL X FDS

Ownership history in Moran Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported GLOBAL X FDS (FINX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows FINX at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FINX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran Wealth Management, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FINX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Moran Wealth Management, LLC held FINX β€” position size vs. price
% of Fund (quarterly)    FINX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 52,415 +19,334 +58.4% 0.05% $1.5M 2026-02-14 (Est.) $23.32
2025 Q3 ADDED 33,081 +14,820 +81.2% 0.03% $1.1M 2025-10-23 $33.79
2025 Q2 ADDED 18,261 +8,627 +89.5% 0.02% $625K 2025-07-28 $34.84
2025 Q1 INITIATED 9,634 β€” β€” 0.01% $266K 2025-04-23 $27.51

FAQ About Moran Wealth Management, LLC and FINX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moran Wealth Management, LLC reported owning FINX?

Moran Wealth Management, LLC reported FINX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported FINX position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FINX was 0.05% in 2025 Q4.

What is the latest reported FINX position on this page?

The most recent filing on this page is 2025 Q4, when Moran Wealth Management, LLC reported 52,415 shares, equal to 0.05% of portfolio, with an estimated market value of $1.5M.

What does the chart on this FINX ownership page compare?

The chart compares Moran Wealth Management, LLC's quarterly FINX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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