CREATIVE FINANCIAL DESIGNS INC /ADV XPEV — XPENG INC ADS

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  20 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported XPENG INC ADS (XPEV) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows XPEV 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 XPEV 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 XPENG INC ADS, 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

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

High-water mark
Peak Conviction
0.0% in 2025 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.

XPEV stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held XPEV — position size vs. price
% of Fund (quarterly)    XPEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 700 — 0% 0.00% $12K 2026-04-13 $17.47
2025 Q4 UNCHANGED — — — 700 — 0% 0.00% $14K 2026-02-06 $17.72
2025 Q3 UNCHANGED — — — 700 — 0% 0.00% $16K 2025-11-14 (Est.) $25.01
2025 Q2 UNCHANGED — — — 700 — 0% 0.00% $13K 2025-08-04 $18.86
2025 Q1 UNCHANGED — — — 700 — 0% 0.00% $15K 2025-04-23 $20.47
2024 Q4 UNCHANGED — — — 700 — 0% 0.00% $8K 2025-02-10 $16.65
2024 Q3 UNCHANGED — — — 700 — 0% 0.00% $9K 2024-10-28 $12.13
2024 Q2 UNCHANGED — — — 700 — 0% 0.00% $5K 2024-08-06 $7.22
2024 Q1 UNCHANGED — — — 700 — 0% 0.00% $5K 2024-05-01 $8.12
2023 Q4 UNCHANGED — — — 700 — 0% 0.00% $10K 2024-01-10 $12.40
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XPEV

As of 2026 Q1 — sorted by position size

Alibaba Group Holding Ltd 3Y 7Y 87.93% TMT General Partner Ltd 70.44% Primavera Capital Management Ltd 3Y 7Y 8.73% Orland Properties Ltd 3Y 4.97% Ghisallo Capital Management LLC 3Y 3.53% XY Capital Ltd 3Y 2.66% KADENSA CAPITAL Ltd 3Y 7Y 1.65% Perseverance Asset Management International 3Y 1.51% Step Capital Management Pte. Ltd. 0.72% WIM INVESTMENT MANAGEMENT Ltd 0.66%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and XPEV

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 XPEV?

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

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

The largest reported portfolio weight for XPEV was 0.00% in 2025 Q1.

What is the latest reported XPEV position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 700 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this XPEV ownership page compare?

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

Based on 13F filing dates vs. subsequent XPEV price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on XPEV relative to SPY over the holding period was -22.4%.

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