CREATIVE FINANCIAL DESIGNS INC /ADV EUSM EVENTIDE US MARKET ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  6 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported EVENTIDE US MARKET ETF (EUSM) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows EUSM at 0.14% 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.

What this EUSM 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 EVENTIDE US MARKET 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 Q2

EUSM was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 EUSM — position size vs. price
% of Fund (quarterly)    EUSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 97,684 +9,037 +10.2% 0.14% $3.0M 2026-07-28 $29.94
2026 Q1 ADDED 88,647 +20,055 +29.2% 0.14% $2.3M 2026-04-13
2025 Q4 ADDED 68,592 +25,317 +58.5% 0.12% $1.8M 2026-02-06
2025 Q3 ADDED 43,275 +12,357 +40.0% 0.08% $1.2M 2025-11-14 (Est.)
2025 Q2 ADDED 30,918 +22,988 +289.9% 0.06% $804K 2025-08-04
2025 Q1 INITIATED 7,930 0.01% $187K 2025-04-23

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and EUSM

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 EUSM?

CREATIVE FINANCIAL DESIGNS INC /ADV reported EUSM across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for EUSM was 0.14% in 2026 Q2.

What is the latest reported EUSM position on this page?

The most recent filing on this page is 2026 Q2, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 97,684 shares, equal to 0.14% of portfolio, with an estimated market value of $3.0M.

What does the chart on this EUSM ownership page compare?

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