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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCP

Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Harbor Asset Planning's FINX Position: Q2 2026 in Review

Harbor Asset Planning reduced its Global X FinTech ETF (FINX) stake by 61% in Q2 2026, selling an estimated $8.37K and leaving 217 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Harbor Asset Planning first reported a position in FINX in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.2K in Q4 2025. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

Harbor Asset Planning held 217 shares of Global X FinTech ETF worth $5.35K as of Q2 2026.
Harbor Asset Planning sold 336 Global X FinTech ETF shares in Q2 2026, an estimated $8.37K.
Global X FinTech ETF made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #374 holding.
Harbor Asset Planning first reported a position in Global X FinTech ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Global X FinTech ETF position peaked at $16.2K in Q4 2025.
78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.