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Creative Financial Designs’s Global X FinTech ETF FINX Stock Holding History

Creative Financial Designs’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
2026
Q2 		$25.2K Buy
1,019
+62
+6% +$1.54K ﹤0.01% 1234
2026
Q1 		$22.1K Buy
957
+24
+3% +$621 ﹤0.01% 1171
2025
Q4 		$27.5K Sell
933
-55
-6% -$1.75K ﹤0.01% 1062
2025
Q3 		$33.1K Sell
988
-3,375
-77% -$115K ﹤0.01% 983
2025
Q2 		$149K Sell
4,363
-4,217
-49% -$125K 0.01% 566
2025
Q1 		$236K Sell
8,580
-1,094
-11% -$33.9K 0.02% 408
2024
Q4 		$302K Sell
9,674
-7,907
-45% -$247K 0.02% 368
2024
Q3 		$493K Buy
17,581
+3,236
+23% +$85.4K 0.04% 291
2024
Q2 		$361K Sell
14,345
-2,561
-15% -$65.7K 0.03% 321
2024
Q1 		$471K Buy
16,906
+520
+3% +$13.3K 0.04% 270
2023
Q4 		$419K Buy
16,386
+598
+4% +$12.8K 0.04% 263
2023
Q3 		$318K Sell
15,788
-101
-0.6% -$2.24K 0.04% 273
2023
Q2 		$351K Buy
15,889
+891
+6% +$18.6K 0.04% 255
2023
Q1 		$312K Buy
14,998
+2,947
+24% +$61.9K 0.04% 271
2022
Q4 		$232K Sell
12,051
-1,428
-11% -$28.8K 0.03% 294
2022
Q3 		$273K Buy
13,479
+2,500
+23% +$58.9K 0.04% 254
2022
Q2 		$234K Sell
10,979
-346
-3% -$8.85K 0.04% 273
2022
Q1 		$363K Sell
11,325
-48
-0.4% -$1.57K 0.06% 229
2021
Q4 		$455K Buy
11,373
+1,533
+16% +$72.6K 0.07% 201
2021
Q3 		$473K Buy
9,840
+1,865
+23% +$91.2K 0.08% 186
2021
Q2 		$380K Buy
7,975
+2,442
+44% +$112K 0.07% 208
2021
Q1 		$244K Buy
5,533
+3,792
+218% +$178K 0.05% 249
2020
Q4 		$81K Buy
1,741
+656
+60% +$27.4K 0.02% 419
2020
Q3 		$41K Buy
+1,085
New +$39.6K 0.01% 504

Other funds holding FINX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Creative Financial Designs's FINX Position: Q2 2026 in Review

Creative Financial Designs increased its Global X FinTech ETF (FINX) stake by 6.5% in Q2 2026, buying an estimated $1.54K and bringing the position to 1,019 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Creative Financial Designs first reported a position in FINX in Q3 2020 and has held it in 24 quarters since. The position peaked at $493K in Q3 2024. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Creative Financial Designs held 1,019 shares of Global X FinTech ETF worth $25.2K as of Q2 2026.
  • Creative Financial Designs bought 62 Global X FinTech ETF shares in Q2 2026, an estimated $1.54K.
  • Global X FinTech ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1234 holding.
  • Creative Financial Designs first reported a position in Global X FinTech ETF in Q3 2020 and has held it in 24 quarters since.
  • Creative Financial Designs's Global X FinTech ETF position peaked at $493K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.