Harbor Asset Planning
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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
Q3 		$5.27K Hold
217
– – ﹤0.01% 378
2026
Q2 		$5.35K Sell
217
-336
-61% -$8.37K ﹤0.01% 374
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lane Generational
Lane Generational Dover, Massachusetts $111M AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Phoenix Wealth Advisors
Phoenix Wealth Advisors Chapel Hill, North Carolina $326M AUM 13.52% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Harbor Asset Planning's FINX Position: Q3 2026 in Review

Harbor Asset Planning held its Global X FinTech ETF (FINX) position steady in Q3 2026 at 217 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Harbor Asset Planning first reported a position in FINX in Q2 2025 and has held it in 6 quarters since. The position peaked at $16.2K in Q4 2025. 51 funds tracked by Wall St. Rank hold FINX as of Q3 2026.

  • Harbor Asset Planning held 217 shares of Global X FinTech ETF worth $5.27K as of Q3 2026.
  • Harbor Asset Planning left its Global X FinTech ETF share count unchanged in Q3 2026.
  • Global X FinTech ETF made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #378 holding.
  • Harbor Asset Planning first reported a position in Global X FinTech ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Global X FinTech ETF position peaked at $16.2K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.