SPVU β€” INVESCO S&P 500 ENHANCED VALUE ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  18 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INVESCO S&P 500 ENHANCED VALUE ETF (SPVU) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows SPVU at 0.01% 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 SPVU 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 S&P 500 ENHANCED VALUE 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

SPVU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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.

SPVU stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SPVU β€” position size vs. price
% of Fund (quarterly)    SPVU price (quarter-end, 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 REDUCED 2,213 -9,612 -81.3% 0.01% $132K 2026-04-13 $61.95
2025 Q4 ADDED 11,825 +2,376 +25.1% 0.04% $675K 2026-02-06 $61.08
2025 Q3 ADDED 9,449 +714 +8.2% 0.03% $518K 2025-11-14 (Est.) $54.46
2025 Q2 ADDED 8,735 +1,349 +18.3% 0.03% $454K 2025-08-04 $49.46
2025 Q1 ADDED 7,386 +799 +12.1% 0.03% $382K 2025-04-23 $47.66
2024 Q4 ADDED 6,587 +186 +2.9% 0.03% $324K 2025-02-10 $49.32
2024 Q3 REDUCED 6,401 -13,029 -67.1% 0.03% $319K 2024-10-28 $48.56
2024 Q2 ADDED 19,430 +509 +2.7% 0.08% $930K 2024-08-06 $44.90
2024 Q1 ADDED 18,921 +7,743 +69.3% 0.09% $943K 2024-05-01 $44.98
2023 Q4 ADDED 11,178 +6,483 +138.1% 0.05% $494K 2024-01-10 $41.81
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPVU

As of 2026 Q1 β€” sorted by position size

Professional Financial Advisors, LLC 3Y 0.1% MassMutual Private Wealth & Trust, FSB 0.03% Farther Finance Advisors, LLC 0.01%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SPVU

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 SPVU?

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

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

The largest reported portfolio weight for SPVU was 0.09% in 2024 Q1.

What is the latest reported SPVU position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 2,213 shares, equal to 0.01% of portfolio, with an estimated market value of $132K.

What does the chart on this SPVU ownership page compare?

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