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CreativeOne Wealth’s Global X FinTech ETF FINX Stock Holding History

CreativeOne Wealth’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
-38,564
Closed -$1.13M – 1209
2025
Q4 		$1.13M Buy
38,564
+1,564
+4% +$49.6K 0.03% 506
2025
Q3 		$1.24M Sell
37,000
-11,591
-24% -$394K 0.03% 467
2025
Q2 		$1.66M Sell
48,591
-508
-1% -$15.1K 0.04% 392
2025
Q1 		$1.35M Buy
49,099
+11,309
+30% +$350K 0.04% 396
2024
Q4 		$1.18M Sell
37,790
-8,683
-19% -$271K 0.04% 419
2024
Q3 		$1.3M Sell
46,473
-6,467
-12% -$171K 0.04% 360
2024
Q2 		$1.33M Buy
52,940
+22,390
+73% +$574K 0.07% 265
2024
Q1 		$851K Sell
30,550
-24,980
-45% -$637K 0.03% 415
2023
Q4 		$1.42M Sell
55,530
-18,753
-25% -$403K 0.09% 202
2023
Q3 		$1.5M Sell
74,283
-15,082
-17% -$335K 0.11% 182
2023
Q2 		$1.97M Buy
89,365
+72
+0.1% +$1.5K 0.09% 215
2023
Q1 		$1.86M Buy
89,293
+4,137
+5% +$86.9K 0.09% 202
2022
Q4 		$1.64M Buy
85,156
+5,363
+7% +$108K 0.09% 200
2022
Q3 		$1.62M Buy
79,793
+24,230
+44% +$571K 0.1% 183
2022
Q2 		$1.18M Sell
55,563
-3,022
-5% -$77.3K 0.06% 233
2022
Q1 		$1.88M Sell
58,585
-21,595
-27% -$707K 0.1% 173
2021
Q4 		$3.21M Sell
80,180
-17,546
-18% -$831K 0.16% 99
2021
Q3 		$4.69M Buy
97,726
+547
+0.6% +$26.8K 0.28% 69
2021
Q2 		$4.63M Buy
97,179
+15,254
+19% +$700K 0.29% 72
2021
Q1 		$3.62M Buy
81,925
+37,076
+83% +$1.74M 0.27% 65
2020
Q4 		$2.1M Buy
44,849
+23,513
+110% +$981K 0.17% 100
2020
Q3 		$810K Sell
21,336
-2,934
-12% -$107K 0.11% 111
2020
Q2 		$806K Buy
24,270
+9,100
+60% +$270K 0.13% 104
2020
Q1 		$366K Buy
15,170
+4,799
+46% +$143K 0.07% 132
2019
Q4 		$315K Buy
+10,371
New +$304K 0.05% 160

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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

CreativeOne Wealth's FINX Position: Q1 2026 in Review

CreativeOne Wealth sold out of Global X FinTech ETF (FINX) in Q1 2026, closing a stake of 38,564 shares — an estimated $1.13M sold.

CreativeOne Wealth first reported a position in FINX in Q4 2019 and held it in 25 quarters. The position peaked at $4.69M in Q3 2021. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • CreativeOne Wealth reported no remaining Global X FinTech ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 38,564 Global X FinTech ETF shares in Q1 2026, an estimated $1.13M.
  • CreativeOne Wealth first reported a position in Global X FinTech ETF in Q4 2019 and held it in 25 quarters.
  • CreativeOne Wealth's Global X FinTech ETF position peaked at $4.69M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.