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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's FINX Position: Q1 2026 in Review

Creative Planning sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 7,663 shares — an estimated $226K sold.

Creative Planning first reported a position in FINX in Q2 2021 and held it in 14 quarters. The position peaked at $405K in Q3 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Creative Planning reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 7,663 Global X FinTech ETF shares in Q1 2026, an estimated $226K.
  • Creative Planning first reported a position in Global X FinTech ETF in Q2 2021 and held it in 14 quarters.
  • 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 Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.