SAUG β€” FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST

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

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST (SAUG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows SAUG 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 SAUG 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. SMALL CAP MODERATE 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

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

High-water mark
Peak Conviction
0.01% 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 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 SAUG β€” position size vs. price
% of Fund (quarterly)    SAUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,018 -59 -1.0% 0.01% $155K 2026-04-13 $26.63
2025 Q4 REDUCED 6,077 -93 -1.5% 0.01% $155K 2026-02-06 $26.31
2025 Q3 ADDED 6,170 +57 +0.9% 0.01% $154K 2025-11-14 (Est.) $24.82
2025 Q2 ADDED 6,113 +521 +9.3% 0.01% $143K 2025-08-04 $23.51
2025 Q1 REDUCED 5,592 -23 -0.4% 0.01% $126K 2025-04-23 $21.99
2024 Q4 ADDED 5,615 +1,044 +22.8% 0.01% $132K 2025-02-10 $24.03
2024 Q3 INITIATED 4,571 β€” β€” 0.01% $107K 2024-10-28 $23.52

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SAUG

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 SAUG?

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

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

The largest reported portfolio weight for SAUG was 0.01% in 2024 Q4.

What is the latest reported SAUG position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 6,018 shares, equal to 0.01% of portfolio, with an estimated market value of $155K.

What does the chart on this SAUG ownership page compare?

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