UITB β€” VICTORYSHARES CORE INTERMEDIATE BOND ETF

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

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported VICTORYSHARES CORE INTERMEDIATE BOND ETF (UITB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.07% in 2025 Q3. The latest visible filing shows UITB at 1.03% 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 UITB 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 VICTORYSHARES CORE INTERMEDIATE BOND 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

UITB was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% 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 UITB β€” position size vs. price
% of Fund (quarterly)    UITB 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 ADDED 361,104 +5,447 +1.5% 1.03% $17.0M 2026-04-13 $47.06
2025 Q4 ADDED 355,657 +19,784 +5.9% 1.06% $16.8M 2026-02-06 $47.04
2025 Q3 ADDED 335,873 +20,220 +6.4% 1.07% $16.0M 2025-11-14 (Est.) $46.57
2025 Q2 ADDED 315,653 +131,612 +71.5% 1.07% $14.9M 2025-08-04 $45.81
2025 Q1 ADDED 184,041 +1,648 +0.9% 0.69% $8.6M 2025-04-23 $44.43
2024 Q4 ADDED 182,393 +3,401 +1.9% 0.68% $8.4M 2025-02-10 $44.01
2024 Q3 INITIATED 178,992 β€” β€” 0.72% $8.6M 2024-10-28 $43.92

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and UITB

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 UITB?

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

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

The largest reported portfolio weight for UITB was 1.07% in 2025 Q3.

What is the latest reported UITB position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 361,104 shares, equal to 1.03% of portfolio, with an estimated market value of $17.0M.

What does the chart on this UITB ownership page compare?

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