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Harbor Asset Planning’s Global X FinTech ETF FINX Stock Holding History

Harbor Asset 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 		$12.8K Buy
553
+3
+0.5% +$78 0.01% 326
2025
Q4 		$16.2K Buy
550
+117
+27% +$3.71K 0.01% 312
2025
Q3 		$14.5K Hold
433
– – 0.01% 301
2025
Q2 		$14.8K Buy
+433
New +$12.9K 0.01% 297

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

Harbor Asset Planning's FINX Position: Q1 2026 in Review

Harbor Asset Planning increased its Global X FinTech ETF (FINX) stake by 0.55% in Q1 2026, buying an estimated $78 and bringing the position to 553 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #326.

Harbor Asset Planning first reported a position in FINX in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.2K in Q4 2025. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Harbor Asset Planning held 553 shares of Global X FinTech ETF worth $12.8K as of Q1 2026.
  • Harbor Asset Planning bought 3 Global X FinTech ETF shares in Q1 2026, an estimated $78.
  • Global X FinTech ETF made up 0.01% of Harbor Asset Planning's portfolio in Q1 2026, its #326 holding.
  • Harbor Asset Planning first reported a position in Global X FinTech ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Global X FinTech ETF position peaked at $16.2K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.