CREATIVE FINANCIAL DESIGNS INC /ADV SNSR — GLOBAL X INTERNET OF THINGS THEMATIC ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  23 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported GLOBAL X INTERNET OF THINGS THEMATIC ETF (SNSR) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows SNSR 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SNSR 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 GLOBAL X INTERNET OF THINGS THEMATIC ETF, 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

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

High-water mark
Peak Conviction
0.02% in 2023 Q4

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

Time in book
Holding Window
2023 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.

SNSR stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SNSR — position size vs. price
% of Fund (quarterly)    SNSR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,232 — 0% 0.00% $46K 2026-04-13 $40.50
2025 Q4 REDUCED — — — 1,232 -51 -4.0% 0.00% $46K 2026-02-06 $38.85
2025 Q3 UNCHANGED — — — 1,283 — 0% 0.00% $50K 2025-11-14 (Est.) $36.03
2025 Q2 REDUCED 8.9% +2.8% ❌ 1,283 -125 -8.9% 0.00% $48K 2025-08-04 $36.66
2025 Q1 REDUCED 12.3% +14.8% ❌ 1,408 -198 -12.3% 0.00% $46K 2025-04-23 $30.68
2024 Q4 REDUCED 60.0% -5.6% ✅ 1,606 -2,412 -60.0% 0.00% $56K 2025-02-10 $35.92
2024 Q3 REDUCED 27.7% +1.1% ❌ 4,018 -1,541 -27.7% 0.01% $140K 2024-10-28 $34.18
2024 Q2 REDUCED — — — 5,559 -135 -2.4% 0.02% $200K 2024-08-06 $31.56
2024 Q1 ADDED — — — 5,694 +176 +3.2% 0.02% $206K 2024-05-01 $33.77
2023 Q4 REDUCED 18.2% +1.9% ❌ 5,518 -1,229 -18.2% 0.02% $195K 2024-01-10 $33.43
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SNSR

As of 2026 Q1 — sorted by position size

OakTrust Wealth Advisors, LLC 0.21% NORTHBRIDGE FINANCIAL GROUP, LLC 0.12% Wealthcare Advisory Partners LLC 3Y 7Y 0.05% Wedmont Private Capital 3Y 0.02% ARMSTRONG ADVISORY GROUP, INC 3Y 0.01% Apollon Wealth Management, LLC 3Y 7Y 0.01% Cranbrook Wealth Management, LLC 3Y 7Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SNSR

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 SNSR?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SNSR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for SNSR was 0.02% in 2023 Q4.

What is the latest reported SNSR position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 1,232 shares, equal to 0.00% of portfolio, with an estimated market value of $46K.

What does the chart on this SNSR ownership page compare?

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

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their SNSR position?

Based on 13F filing dates vs. subsequent SNSR price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on SNSR relative to SPY over the holding period was -5.2%.

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