AUGM β€” FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  6 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST (AUGM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows AUGM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AUGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AUGM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held AUGM β€” position size vs. price
% of Fund (quarterly)    AUGM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,363 β€” 0% 0.00% $46K 2026-04-13 $34.35
2025 Q4 UNCHANGED 1,363 β€” 0% 0.00% $46K 2026-02-06 $34.19
2025 Q3 UNCHANGED 1,363 β€” 0% 0.00% $46K 2025-11-14 (Est.) $33.73
2025 Q2 REDUCED 1,363 -120 -8.1% 0.00% $45K 2025-08-04 $33.21
2025 Q1 UNCHANGED 1,483 β€” 0% 0.00% $47K 2025-04-23 $31.37
2024 Q4 INITIATED 1,483 β€” β€” 0.00% $47K 2025-02-10 $32.19

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and AUGM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning AUGM?

CREATIVE FINANCIAL DESIGNS INC /ADV reported AUGM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AUGM position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for AUGM was 0.00% in 2024 Q4.

What is the latest reported AUGM position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 1,363 shares, equal to 0.00% of portfolio, with an estimated market value of $46K.

What does the chart on this AUGM ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly AUGM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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