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BFC Planning, Inc.’s Global X FinTech ETF FINX Stock Holding History

BFC Planning, Inc.’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 		$12.3K Buy
+498
New +$12.4K ﹤0.01% 2263
2025
Q1 		– Sell
-500
Closed -$15.6K – 2688
2024
Q4 		$15.6K Buy
+500
New +$15.6K ﹤0.01% 1562

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BFC Planning, Inc.'s FINX Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Global X FinTech ETF (FINX) in Q2 2026: 498 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #2263 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in FINX as recently as Q4 2024.

BFC Planning, Inc. first reported a position in FINX in Q4 2024 and has held it in 2 quarters since. The position peaked at $15.6K in Q4 2024. 80 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • BFC Planning, Inc. held 498 shares of Global X FinTech ETF worth $12.3K as of Q2 2026.
  • Global X FinTech ETF was a new BFC Planning, Inc. position in Q2 2026.
  • Global X FinTech ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2263 holding.
  • BFC Planning, Inc. first reported a position in Global X FinTech ETF in Q4 2024 and has held it in 2 quarters since.
  • BFC Planning, Inc.'s Global X FinTech ETF position peaked at $15.6K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.