CREATIVE FINANCIAL DESIGNS INC /ADV GSY — INVESCO ULTRA SHORT DURATION ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  4 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INVESCO ULTRA SHORT DURATION ETF (GSY) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows GSY 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 GSY 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 INVESCO ULTRA SHORT DURATION 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% 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
2025 Q2 to 2025 Q3

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.

GSY stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held GSY — position size vs. price
% of Fund (quarterly)    GSY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 436 +269 +161.1% 0.00% $22K 2025-11-14 (Est.) $49.09
2025 Q2 REDUCED 9.7% +1.3% ❌ 167 -18 -9.7% 0.00% $8K 2025-08-04 $48.45
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GSY

As of 2026 Q1 — sorted by position size

Advocate Investing Services LLC 11.47% Bramshill Investments, LLC 3Y 7Y 8.55% Hardworking Capital Advisors, LLC 4.96% Royal Harbor Partners, LLC 3Y 4.83% FORONJY FINANCIAL LLC 4.53% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 3.92% Wealth Intelligence, LLC 3.33% Daner Wealth Management, LLC 3.27% RETIREMENT CAPITAL STRATEGIES 3Y 7Y 3.25% Redwood Financial Network Corp 3Y 3.2%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and GSY

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 GSY?

CREATIVE FINANCIAL DESIGNS INC /ADV reported GSY across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

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

The largest reported portfolio weight for GSY was 0.00% in 2025 Q3.

What is the latest reported GSY position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 436 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this GSY ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly GSY 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 GSY position?

Based on 13F filing dates vs. subsequent GSY price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 2 out of 3 reported position changes (67%).

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