Creative Planning
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Creative Planning’s Global X FinTech ETF FINX Stock Holding History

Creative Planning’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 		$334K Buy
+13,515
New +$337K ﹤0.01% 3494
2026
Q1 		– Sell
-7,663
Closed -$226K – 4142
2025
Q4 		$226K Sell
7,663
-4,423
-37% -$140K ﹤0.01% 3464
2025
Q3 		$405K Buy
12,086
+424
+4% +$14.4K ﹤0.01% 2909
2025
Q2 		$399K Buy
11,662
+3,999
+52% +$119K ﹤0.01% 2658
2025
Q1 		$211K Buy
7,663
+4,646
+154% +$144K ﹤0.01% 3021
2024
Q4 		$94.2K Buy
+3,017
New +$94.3K ﹤0.01% 3165
2023
Q4 		– Sell
-321
Closed -$6.46K – 2873
2023
Q3 		$6.46K Sell
321
-11,242
-97% -$249K ﹤0.01% 2692
2023
Q2 		$255K Sell
11,563
-2,314
-17% -$48.3K ﹤0.01% 2034
2023
Q1 		$289K Buy
13,877
+613
+5% +$12.9K ﹤0.01% 1849
2022
Q4 		$255K Buy
13,264
+1,755
+15% +$35.4K ﹤0.01% 1833
2022
Q3 		$233K Sell
11,509
-11
-0.1% -$259 ﹤0.01% 1806
2022
Q2 		$245K Buy
+11,520
New +$295K ﹤0.01% 1746
2022
Q1 		– Sell
-5,373
Closed -$215K – 2377
2021
Q4 		$215K Hold
5,373
– – ﹤0.01% 1829
2021
Q3 		$258K Buy
5,373
+474
+10% +$23.2K ﹤0.01% 1686
2021
Q2 		$234K Buy
+4,899
New +$225K ﹤0.01% 1713

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 40.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Creative Planning's FINX Position: Q2 2026 in Review

Creative Planning opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 13,515 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #3494 among its holdings. This is a return to the name: Creative Planning previously reported a position in FINX as recently as Q4 2025.

Creative Planning first reported a position in FINX in Q2 2021 and has held it in 15 quarters since. The position peaked at $405K in Q3 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Creative Planning held 13,515 shares of Global X FinTech ETF worth $334K as of Q2 2026.
  • Global X FinTech ETF was a new Creative Planning position in Q2 2026.
  • Global X FinTech ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3494 holding.
  • Creative Planning first reported a position in Global X FinTech ETF in Q2 2021 and has held it in 15 quarters since.
  • Creative Planning's Global X FinTech ETF position peaked at $405K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.