Creative Planning’s Global X FinTech ETF FINX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
11,662
+3,999
| +52% | +$137K | ﹤0.01% | 2649 |
|
|
2025
Q1 | $211K | Buy |
7,663
+4,646
| +154% | +$128K | ﹤0.01% | 3012 |
|
|
2024
Q4 | $94.2K | Buy |
+3,017
| New | +$94.2K | ﹤0.01% | 3153 |
|
|
2023
Q4 | – | Sell |
-321
| Closed | -$6.46K | – | 2822 |
|
|
2023
Q3 | $6.46K | Sell |
321
-11,242
| -97% | -$226K | ﹤0.01% | 2652 |
|
|
2023
Q2 | $255K | Sell |
11,563
-2,314
| -17% | -$51.1K | ﹤0.01% | 2025 |
|
|
2023
Q1 | $289K | Buy |
13,877
+613
| +5% | +$12.8K | ﹤0.01% | 1842 |
|
|
2022
Q4 | $255K | Buy |
13,264
+1,755
| +15% | +$33.8K | ﹤0.01% | 1826 |
|
|
2022
Q3 | $233K | Sell |
11,509
-11
| -0.1% | -$223 | ﹤0.01% | 1794 |
|
|
2022
Q2 | $245K | Buy |
+11,520
| New | +$245K | ﹤0.01% | 1740 |
|
|
2022
Q1 | – | Sell |
-5,373
| Closed | -$215K | – | 2299 |
|
|
2021
Q4 | $215K | Hold |
5,373
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q3 | $258K | Buy |
5,373
+474
| +10% | +$22.8K | ﹤0.01% | 1684 |
|
|
2021
Q2 | $234K | Buy |
+4,899
| New | +$234K | ﹤0.01% | 1704 |
|