CREATIVE FINANCIAL DESIGNS INC /ADV GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  7 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY (GJUL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows GJUL at 0.01% 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 GJUL 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 MODERATE BUFFER ETF - JULY, 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

GJUL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 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 GJUL — position size vs. price
% of Fund (quarterly)    GJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,168 -11,525 -84.2% 0.01% $88K 2026-04-13 $41.98
2025 Q4 UNCHANGED 13,693 0% 0.04% $566K 2026-02-06 $41.69
2025 Q3 ADDED 13,693 +9,260 +208.9% 0.04% $555K 2025-11-14 (Est.) $40.64
2025 Q2 UNCHANGED 4,433 0% 0.01% $172K 2025-08-04 $39.42
2025 Q1 UNCHANGED 4,433 0% 0.01% $159K 2025-04-23 $35.19
2024 Q4 UNCHANGED 4,433 0% 0.01% $163K 2025-02-10 $37.35
2024 Q3 INITIATED 4,433 0.01% $160K 2024-10-28 $36.30

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and GJUL

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 GJUL?

CREATIVE FINANCIAL DESIGNS INC /ADV reported GJUL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for GJUL was 0.04% in 2025 Q3.

What is the latest reported GJUL position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 2,168 shares, equal to 0.01% of portfolio, with an estimated market value of $88K.

What does the chart on this GJUL ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly GJUL 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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