Creative Financial Designs Inc Closed Holding Positions

Creative Financial Designs Inc

  • $1.21 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PHK
Pimco High Income Fund

Financial Services
Q3 2020 Filed on Oct 06, 2020
3,850
$5.09 - $5.58 $19.6K - $21.5K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q3 2020 Filed on Oct 06, 2020
414
$27.98 - $29.46 $11.6K - $12.2K
Blackrock Mun 2020 Term Tr Com Shs
Q3 2020 Filed on Oct 06, 2020
309
N/A
HUSV
First Tr ETF Iii Horizon Manag
Q3 2020 Filed on Oct 06, 2020
476
N/A
BYD
Boyd Gaming Corp

Consumer Cyclical
Q3 2020 Filed on Oct 06, 2020
300
$18.19 - $30.92 $5.46K - $9.28K
Callon Pete CO Del Com
Q3 2020 Filed on Oct 06, 2020
585
N/A
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q3 2020 Filed on Oct 06, 2020
1,510
$8.07 - $8.93 $12.2K - $13.5K
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q3 2020 Filed on Oct 06, 2020
341
$52.33 - $57.26 $17.8K - $19.5K
DJP
Barclays Bank PLC

ETFs
Q3 2020 Filed on Oct 06, 2020
0
$17.67 - $20.4 $0 - $0
PSR
Invesco Actively

ETFs
Q3 2020 Filed on Oct 06, 2020
10,379
$77.74 - $85.51 $807K - $888K
Ishares Ibonds Sep 2020 Term Muni Bond ETF
Q3 2020 Filed on Oct 06, 2020
0
N/A
Navistar Intl Corp New Com
Q3 2020 Filed on Oct 06, 2020
50
N/A
COLD
Americold Realty Trust

Real Estate
Q3 2020 Filed on Oct 06, 2020
300
$35.12 - $41.05 $10.5K - $12.3K
China Mobile Limited Sponsored Adr
Q3 2020 Filed on Oct 06, 2020
0
N/A
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q3 2020 Filed on Oct 06, 2020
665
$28.6 - $30.69 $19K - $20.4K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q3 2020 Filed on Oct 06, 2020
3,047
$22.15 - $23.13 $67.5K - $70.5K
Superior Energy Svcs Inc Com New
Q3 2020 Filed on Oct 06, 2020
6
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2020 Filed on Oct 06, 2020
3,500
$11.79 - $17.13 $41.3K - $60K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q3 2020 Filed on Oct 06, 2020
657
$11.93 - $13.48 $7.84K - $8.86K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q3 2020 Filed on Oct 06, 2020
24
$50.52 - $50.59 $1.21K - $1.21K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 06, 2020
0
$55.14 - $65.5 $0 - $0
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 06, 2020
500
$32.75 - $35.61 $16.4K - $17.8K
Iac Interactivecorp Com
Q3 2020 Filed on Oct 06, 2020
87
N/A
URTH
Ishares Msci World ETF

ETFs
Q3 2020 Filed on Oct 06, 2020
857
$92.66 - $105.04 $79.4K - $90K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q3 2020 Filed on Oct 06, 2020
2,950
$10.16 - $10.93 $30K - $32.2K
Medley Cap Corp Com
Q3 2020 Filed on Oct 06, 2020
600
N/A
PWC
Invesco Exchange Traded Fd Tr
Q3 2020 Filed on Oct 06, 2020
0
N/A
AKTS
Akoustis Technologies, Inc.

Technology
Q3 2020 Filed on Oct 06, 2020
110
$7.48 - $8.67 $823 - $954
T Mobile Us Inc Rt
Q3 2020 Filed on Oct 06, 2020
5
N/A
XPER
Xperi Holding Corp

Technology
Q3 2020 Filed on Oct 06, 2020
0
$11.37 - $18.98 $0 - $0
Fiat Chrysler Automobiles N V Shs
Q3 2020 Filed on Oct 06, 2020
325
N/A
Capitala Fin Corp Com
Q3 2020 Filed on Oct 06, 2020
5,430
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q3 2020 Filed on Oct 06, 2020
2,465
$3.64 - $7.76 $8.97K - $19.1K
Center Coast Brkfld Mlp Enrgy Shs Ben Int
Q3 2020 Filed on Oct 06, 2020
11,100
N/A
American Intl Group Inc Wt Exp 011921
Q3 2020 Filed on Oct 06, 2020
5
N/A
Whiting Pete Corp New Com New
Q3 2020 Filed on Oct 06, 2020
225
N/A
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
Q3 2020 Filed on Oct 06, 2020
1,568
$26.28 - $28.84 $41.2K - $45.2K
Portola Pharmaceuticals Inc Com
Q3 2020 Filed on Oct 06, 2020
566
N/A
FT
Franklin Universal Trust

Financial Services
Q3 2020 Filed on Oct 06, 2020
1,800
$6.68 - $7.09 $12K - $12.8K
Legg Mason Inc Com
Q3 2020 Filed on Oct 06, 2020
429
N/A
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q2 2020 Filed on Jul 23, 2020
100
$6.47 - $9.62 $647 - $962
Raytheon CO Com New
Q2 2020 Filed on Jul 23, 2020
111
N/A
CTSO
Cytosorbents Corp

Healthcare
Q2 2020 Filed on Jul 23, 2020
350
$6.28 - $10.59 $2.2K - $3.71K
Fbl Finl Group Inc Cl A
Q2 2020 Filed on Jul 23, 2020
0
N/A
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 23, 2020
150
$1.38 - $26.2 $207 - $3.93K
FSD
First Trust High Income Long/Short Fund

Financial Services
Q2 2020 Filed on Jul 23, 2020
90
$11.48 - $14.16 $1.03K - $1.27K
Proshares Ultrashort S&P 500
Q2 2020 Filed on Jul 23, 2020
1,000
N/A
Proshares Ultrapro Short Qqq
Q2 2020 Filed on Jul 23, 2020
5,000
N/A
SPTN
Spartan Nash CO

Consumer Defensive
Q2 2020 Filed on Jul 23, 2020
0
$12.66 - $22.15 $0 - $0
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