CREATIVE FINANCIAL DESIGNS INC /ADV AVUS β€” AVANTIS U.S. EQUITY ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  1 quarter on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported AVANTIS U.S. EQUITY ETF (AVUS) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.33% in 2026 Q2. The latest visible filing shows AVUS at 1.33% 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 AVUS 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 AVANTIS U.S. EQUITY 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 Q2

AVUS was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 AVUS β€” position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 217,490 β€” β€” 1.33% $27.9M 2026-07-28 $126.82

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and AVUS

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 AVUS?

CREATIVE FINANCIAL DESIGNS INC /ADV reported AVUS across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for AVUS was 1.33% in 2026 Q2.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2026 Q2, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 217,490 shares, equal to 1.33% of portfolio, with an estimated market value of $27.9M.

What does the chart on this AVUS ownership page compare?

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