Creative Financial Designs Inc Reduced Holdings in Q2 2025

Creative Financial Designs Inc

  • $1.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-3.29K
- 22.61%
$44.22 - $52.08 $145K - $171K
11.3K $585K
XOM
Exxon Mobil Corp

Energy
-137
- 1.22%
$99.93 - $119.04 $13.7K - $16.3K
11.1K $1.2M
SYLD
Cambria Shareholder Yld ETF

ETFs
-2.18K
- 93.15%
$55.35 - $65.57 $120K - $143K
160 $10K
ED
Consolidated Edison Inc

Utilities
-344
- 3.96%
$98.05 - $113.3 $33.7K - $39K
8.35K $838K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.18K
- 15.72%
$78.98 - $90.1 $172K - $196K
11.7K $1.05M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-1.18K
- 1.52%
$47.05 - $50.22 $55.3K - $59K
76K $3.76M
TMUS
T Mobile Us, Inc.

Communication Services
-278
- 25.65%
$220.99 - $268.54 $61.4K - $74.7K
806 $192K
DFAI
Dimensional ETF Tr

ETFs
-3.03K
- 98.31%
$28.02 - $34.71 $85K - $105K
52 $1K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.98K
- 1.22%
$29.82 - $30.19 $119K - $120K
323K $9.74M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-1.45K
- 32.77%
$56.01 - $65.43 $81.1K - $94.7K
2.97K $190K
FINX
Global X Fds Fintech ETF (De)

ETFs
-4.22K
- 49.15%
$24.27 - $34.22 $102K - $144K
4.36K $149K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-886
- 87.12%
$86.79 - $101.21 $76.9K - $89.7K
131 $12K
BKH
Black Hills Corp

Utilities
-273
- 1.79%
$55.66 - $61.75 $15.2K - $16.9K
15K $841K
LOW
Lowes Companies Inc

Consumer Cyclical
-116
- 2.55%
$210.83 - $235.28 $24.5K - $27.3K
4.43K $981K
ATO
Atmos Energy Corp

Utilities
-498
- 27.9%
$145.06 - $162.66 $72.2K - $81K
1.29K $198K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
-735
- 96.08%
$87.96 - $112.42 $64.7K - $82.6K
30 $3K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.98K
- 16.52%
$32.0 - $39.87 $95.3K - $119K
15.1K $599K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.51K
- 12.11%
$48.5 - $49.35 $73.4K - $74.7K
11K $540K
ABBV
Abb Vie Inc.

Healthcare
-31
- 1.14%
$170.16 - $206.27 $5.27K - $6.39K
2.7K $500K
PEP
Pepsico Inc

Consumer Defensive
-187
- 7.69%
$128.02 - $151.37 $23.9K - $28.3K
2.25K $296K
EMB
Ishares Tr

ETFs
-803
- 19.37%
$86.54 - $92.62 $69.5K - $74.4K
3.34K $309K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-430
- 51.37%
$99.37 - $134.05 $42.7K - $57.6K
407 $46K
EFG
Msci Eafe Growth ETF

ETFs
-1.73K
- 15.8%
$89.8 - $112.0 $155K - $194K
9.22K $1.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-639
- 7.48%
$96.84 - $99.46 $61.9K - $63.6K
7.9K $783K
CB
Chubb LTD

Financial Services
-183
- 29.76%
$274.32 - $302.46 $50.2K - $55.4K
432 $125K
CWT
California Water Service Group

Utilities
-363
- 2.74%
$44.67 - $51.36 $16.2K - $18.6K
12.9K $586K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.33K
- 12.48%
$22.54 - $23.17 $52.5K - $54K
16.4K $375K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.2K
- 25.19%
$22.87 - $23.14 $50.4K - $51K
6.54K $150K
FSIG
First Tr ETF Iv LTD Duration I
-2.81K
- 12.41%
$18.77 - $19.14 $52.7K - $53.7K
19.8K $378K
ELV
Elevance Health, Inc.

Healthcare
-28
- 3.54%
$372.27 - $452.69 $10.4K - $12.7K
764 $297K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.1K
- 2.83%
$42.72 - $44.24 $47.1K - $48.8K
37.9K $1.66M
SO
Southern CO

Utilities
-474
- 20.07%
$84.91 - $92.56 $40.2K - $43.9K
1.89K $173K
MGEE
Mge Energy Inc

Utilities
-129
- 1.79%
$86.85 - $93.48 $11.2K - $12.1K
7.09K $626K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-78
- 0.12%
$48.13 - $49.85 $3.75K - $3.89K
66.8K $3.27M
AWR
American States Water CO

Utilities
-297
- 3.36%
$75.1 - $81.3 $22.3K - $24.1K
8.55K $655K
SQ
Block, Inc.

Technology
-720
- 54.67%
N/A
597 $34K
BOTZ
Global X Fds

ETFs
-2.98K
- 21.83%
$24.51 - $32.65 $73.1K - $97.4K
10.7K $348K
IWM
Ishares Russell 2000 ETF

ETFs
-252
- 29.17%
$174.82 - $215.79 $44.1K - $54.4K
612 $132K
VPN
Global X Fds Data Ctr Reits &

ETFs
-2.47K
- 24.13%
N/A
7.75K $123K
NVO
Novo Nordisk A S

Healthcare
-565
- 79.24%
$58.08 - $81.05 $32.8K - $45.8K
148 $10K
MILN
Global X Funds Global X Millen

ETFs
-1.32K
- 27.98%
$38.03 - $48.8 $50K - $64.2K
3.39K $165K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-415
- 25.86%
$108.06 - $135.3 $44.8K - $56.1K
1.19K $161K
NOCT
Innovator Growth 100 Power Buf

ETFs
-2.15K
- 12.27%
$46.13 - $54.5 $99.2K - $117K
15.4K $837K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.02K
- 32.69%
$35.3 - $40.46 $36K - $41.3K
2.1K $84K
FSK
Fs Kkr Capital Corp

Financial Services
-1.43K
- 9.7%
$17.95 - $21.5 $25.7K - $30.8K
13.3K $276K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-102
- 0.6%
$27.55 - $29.44 $2.81K - $3K
16.9K $466K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-675
- 14.69%
$46.41 - $47.7 $31.3K - $32.2K
3.92K $186K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.42K
- 13.27%
$22.43 - $23.23 $31.7K - $32.9K
9.25K $214K
TIP
Ishares Tr Tips Bd ETF

ETFs
-270
- 44.05%
$107.93 - $110.97 $29.1K - $30K
343 $37K
Activity Summary
Buys All Purchases 780 New Holdings 150 Increased Positions 630 Sells All Sells 607 Reductions 606 Sold out 1 Options Calls 0 Puts 0
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