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
ZUO
Zuora Inc

Technology
Q2 2022 Filed on Aug 01, 2022
12,750
$8.35 - $15.36 $106K - $196K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
367
$44.55 - $47.22 $16.3K - $17.3K
Proshares Managed Futures Strategy ETF
Q2 2022 Filed on Aug 01, 2022
2
N/A
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
7
$31.56 - $42.79 $221 - $300
DALI
First Tr ETF Vi Dorseywright D

ETFs
Q2 2022 Filed on Aug 01, 2022
220
$25.35 - $28.61 $5.58K - $6.29K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q2 2022 Filed on Aug 01, 2022
450
$8.75 - $11.53 $3.94K - $5.19K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q2 2022 Filed on Aug 01, 2022
0
$11.87 - $14.36 $0 - $0
AMTX
Aemetis, Inc

Energy
Q2 2022 Filed on Aug 01, 2022
675
$4.91 - $13.46 $3.31K - $9.09K
PVH
Pvh Corp.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
0
$56.9 - $80.7 $0 - $0
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 01, 2022
30
$73.04 - $98.7 $2.19K - $2.96K
DBA
Invesco Db Agriculture Fund

ETFs
Q2 2022 Filed on Aug 01, 2022
250
$20.38 - $22.96 $5.1K - $5.74K
FRG
Franchise Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
107
$35.07 - $43.58 $3.75K - $4.66K
SOYB
Teucrium Commodity Trust

ETFs
Q2 2022 Filed on Aug 01, 2022
100
$26.35 - $29.24 $2.64K - $2.92K
JOAN
Joann Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
386
$6.36 - $11.28 $2.45K - $4.35K
SGOL
Abrdn Gold ETF Trust

ETFs
Q2 2022 Filed on Aug 01, 2022
0
$17.33 - $18.98 $0 - $0
BHC
Bausch Health Companies Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
1,250
$7.06 - $23.63 $8.83K - $29.5K
Perion Network LTD Shs New
Q2 2022 Filed on Aug 01, 2022
100
N/A
NEGG
Newegg Commerce, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
100
$3.59 - $8.66 $359 - $866
PWR
Quanta Services, Inc.

Industrials
Q2 2022 Filed on Aug 01, 2022
125
$108.76 - $138.91 $13.6K - $17.4K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
328
$69.08 - $83.54 $22.7K - $27.4K
OTLK
Outlook Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
0
$0.91 - $2.01 $0 - $0
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
200
$27.61 - $42.18 $5.52K - $8.44K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 01, 2022
20
$28.0 - $113.85 $560 - $2.28K
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
0
$37.64 - $48.83 $0 - $0
WING
Wingstop Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
33
$69.05 - $116.3 $2.28K - $3.84K
HLTH
Cue Health Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
490
$3.2 - $7.0 $1.57K - $3.43K
CODX
Co Diagnostics, Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
200
$3.76 - $6.29 $752 - $1.26K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q2 2022 Filed on Aug 01, 2022
300
$86.18 - $100.86 $25.9K - $30.3K
NEP
Nextera Energy Partners, LP

Utilities
Q2 2022 Filed on Aug 01, 2022
431
$61.99 - $83.93 $26.7K - $36.2K
HI
Hillenbrand, Inc.

Industrials
Q2 2022 Filed on Aug 01, 2022
475
$38.74 - $45.33 $18.4K - $21.5K
EUCG
Tidal ETF Tr Euclid Cap Growth

ETFs
Q2 2022 Filed on Aug 01, 2022
166
$18.74 - $24.54 $3.11K - $4.07K
Mobile Telesystems Pub Jt Stk Sponsored Adr
Q2 2022 Filed on Aug 01, 2022
750
N/A
RUN
Sunrun Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
10
$17.94 - $33.37 $179 - $334
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
100
$25.01 - $43.9 $2.5K - $4.39K
HP
Helmerich & Payne, Inc.

Energy
Q2 2022 Filed on Aug 01, 2022
0
$38.33 - $53.86 $0 - $0
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 01, 2022
824
$43.78 - $55.49 $36.1K - $45.7K
Kempharm Inc Com New
Q2 2022 Filed on Aug 01, 2022
56
N/A
TSE
Trinseo PLC

Basic Materials
Q2 2022 Filed on Aug 01, 2022
169
$36.98 - $52.42 $6.25K - $8.86K
RFP
Resolute Forest Products Inc.

Basic Materials
Q2 2022 Filed on Aug 01, 2022
350
$11.84 - $16.8 $4.14K - $5.88K
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
2,371
$45.68 - $61.65 $108K - $146K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q1 2022 Filed on Apr 15, 2022
123
$20.57 - $27.4 $2.53K - $3.37K
Federal Rlty Invt Tr Sh Ben Int New
Q1 2022 Filed on Apr 15, 2022
55
N/A
TRUP
Trupanion, Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
140
$72.41 - $129.29 $10.1K - $18.1K
U
Unity Software Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
50
$74.35 - $138.65 $3.72K - $6.93K
WU
Western Union CO

Financial Services
Q1 2022 Filed on Apr 15, 2022
117
$17.21 - $20.09 $2.01K - $2.35K
Xilinx Inc Com
Q1 2022 Filed on Apr 15, 2022
200
N/A
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
Q1 2022 Filed on Apr 15, 2022
1,000
$8.32 - $10.89 $8.32K - $10.9K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2022 Filed on Apr 15, 2022
100
$23.88 - $30.4 $2.39K - $3.04K
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on Apr 15, 2022
370
N/A
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