PTH β€” POWERSHARES DWA HEALTHCARE MOMENTUM PORTFOLIO

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  14 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported POWERSHARES DWA HEALTHCARE MOMENTUM PORTFOLIO (PTH) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PTH 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 PTH 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 POWERSHARES DWA HEALTHCARE MOMENTUM PORTFOLIO, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q1

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.

How CREATIVE FINANCIAL DESIGNS INC /ADV held PTH β€” position size vs. price
% of Fund (quarterly)    PTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 75 β€” 0% 0.00% $4K 2026-04-13 $51.01
2025 Q4 UNCHANGED 75 β€” 0% 0.00% $4K 2026-02-06 $48.74
2025 Q3 UNCHANGED 75 β€” 0% 0.00% $3K 2025-11-14 (Est.) $48.35
2025 Q2 UNCHANGED 75 β€” 0% 0.00% $3K 2025-08-04 $37.20
2025 Q1 UNCHANGED 75 β€” 0% 0.00% $3K 2025-04-23 $37.03
2024 Q4 UNCHANGED 75 β€” 0% 0.00% $3K 2025-02-10 $42.03
2024 Q3 UNCHANGED 75 β€” 0% 0.00% $3K 2024-10-28 $44.30
2024 Q2 UNCHANGED 75 β€” 0% 0.00% $3K 2024-08-06 $42.03
2024 Q1 UNCHANGED 75 β€” 0% 0.00% $3K 2024-05-01 $40.03
2023 Q4 UNCHANGED 75 β€” 0% 0.00% $3K 2024-01-10 $38.85
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PTH

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.01% Quaker Wealth Management, LLC 3Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and PTH

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 PTH?

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

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

The largest reported portfolio weight for PTH was 0.00% in 2024 Q1.

What is the latest reported PTH position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 75 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this PTH ownership page compare?

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