Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV · 11 quarters on record
This page tracks every 13F SEC filing in which CREATIVE FINANCIAL DESIGNS INC /ADV reported a position in INSPIRE FIDELIS MULTI FACTOR ETF (FDLS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 171,534 | +14,066 | +8.9% | 0.39% | $6.1M | $35.74 |
| 2025 Q3 | ADDED | 157,468 | +6,345 | +4.2% | 0.37% | $5.5M | $34.83 |
| 2025 Q2 | ADDED | 151,123 | +143,725 | +1942.8% | 0.35% | $4.8M | $31.60 |
| 2025 Q1 | ADDED | 7,398 | +2,945 | +66.1% | 0.02% | $208K | $27.94 |
| 2024 Q4 | ADDED | 4,453 | +1,215 | +37.5% | 0.01% | $131K | $29.18 |
| 2024 Q3 | REDUCED | 3,238 | -53 | -1.6% | 0.01% | $102K | $29.34 |
| 2024 Q2 | ADDED | 3,291 | +1,571 | +91.3% | 0.01% | $97K | $27.53 |
| 2024 Q1 | ADDED | 1,720 | +1,568 | +1031.6% | 0.00% | $53K | $28.40 |
| 2023 Q4 | UNCHANGED | 152 | — | 0% | 0.00% | $4K | $27.17 |
| 2023 Q3 | UNCHANGED | 152 | — | 0% | 0.00% | $4K | $24.49 |
As of 2025 Q4 — sorted by position size