How many shares of FINX does Creative Planning own?

As of 2026-Q2, Creative Planning holds 13,515 shares of FINX (GLOBAL X FDS).

What is Creative Planning's FINX position worth?

As of 2026-Q2, Creative Planning's FINX position is worth $333,675.

In 2026-Q2, Creative Planning opened a new position in FINX.

Based on available 13F filings, Creative Planning first reported a position in FINX in 2021-Q2. They have held the position across 18 quarters.

Position history for Creative Planning's holdings in GLOBAL X FDS

Current Value

$333,675

Current Shares

13,515

Total Value Change

+$99,675

Total Shares Change

+8,616

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	13,515	-	$333,675	0.0%	$24.69	33
2026-Q1	Exited	0	-100.0%	$0	0.0%	$24.70	0
2025-Q4	Decreased	7,663	-36.6%	$225,522	0.0%	$29.75	0
2025-Q3	Increased	12,086	+3.6%	$405,109	0.0%	$33.89	25
2025-Q2	Increased	11,662	+52.2%	$399,065	0.0%	$33.54	33
2025-Q1	Increased	7,663	+154.0%	$211,192	0.0%	$27.53	37
2024-Q4	New	3,017	-	$94,191	0.0%	$31.25	30
2023-Q4	Exited	0	-100.0%	$0	0.0%	$25.23	0
2023-Q3	Decreased	321	-97.2%	$6,461	0.0%	$19.87	0
2023-Q2	Decreased	11,563	-16.7%	$255,195	0.0%	$21.56	0
2023-Q1	Increased	13,877	+4.6%	$288,924	0.0%	$20.03	24
2022-Q4	Increased	13,264	+15.3%	$255,327	0.0%	$18.95	27
2022-Q3	Decreased	11,509	-0.1%	$233,000	0.0%	$20.14	0
2022-Q2	New	11,520	-	$245,000	0.0%	$21.44	32
2022-Q1	Exited	0	-100.0%	$0	0.0%	$32.25	0
2021-Q4	Unchanged	5,373	0.0%	$215,000	0.0%	$39.73	0
2021-Q3	Increased	5,373	+9.7%	$258,000	0.0%	$44.82	25
2021-Q2	New	4,899	-	$234,000	0.0%	$44.94	32

Other major holders of FINX: UBS Group AG