Creative Financial Designs Inc Investment Activity Analysis: Q3 2026 Changes

For the period ending June 30, 2026, Creative Financial Designs Inc experienced notable shifts in its portfolio holdings. The analysis focuses on changes observed during this quarter.

Prominent Purchases This Quarter

Creative Financial Designs Inc demonstrated significant buying activity across several sectors and instruments during the third quarter of 2026, as reflected in their most recent filing. The largest purchase by share count was observed in BIBL (INSPIRE 100 ETF), where the entity increased its stake substantially, adding over 433,245 shares representing a portfolio percentage allocation jump of approximately 549.78%. This aggressive buying suggests confidence or strategic interest in this specific fund.

Another major acquisition involved BUFR (FT VEST LADDERED BUFFER ETF), with an increase of over 453,315 shares during the quarter. The entity also significantly boosted positions in other funds like PYLD (PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND) and MINO (PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND), adding considerable shares to these bond-focused holdings. Furthermore, purchases were noted in CGMU (CAPITAL GROUP MUNICIPAL INCOME ETF), AVUS (AVANTIS U.S. EQUITY ETF), and MGK (VANGUARD MEGA CAP GROWTH ETF). These actions indicate a focus on expanding exposure to fixed income products and growth-oriented equities.

Among the stock holdings, ALTO (ALTO INGREDIENTS INC COM) saw an increase in its position despite a slight decline in share count otherwise. The entity added shares to this Basic Materials company, increasing the portfolio allocation slightly by 0.17%. Other stock purchases included LLY (ELI LILLY & CO COM) and AMZN (AMAZON COM INC COM), although their changes were less dramatic compared to the ETF acquisitions.

Notable Sales and Reductions

In contrast, Creative Financial Designs Inc also showed significant selling activity during Q3 2026. The most striking exit was from FBND (FIDELITY TOTAL BOND ETF), where over 283,844 shares were sold, effectively reducing its portfolio allocation to zero and representing a nearly complete divestment of this bond fund.

Similarly, PIZ (INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF) experienced an almost total liquidation, with over 99.72% reduction in shares held during the quarter. Other substantial reductions were seen in PTNQ and IYW (likely International Shares or something similar), although specific details for PTNQ are not provided here.

Additionally, the entity sold a considerable portion of its TPIF holdings (TIMOTHY PLAN INTERNATIONAL ETF) at the end of the quarter. The portfolio percentage allocation decreased significantly from previous levels. These exits suggest a strategic shift away from certain international exposure and specific bond or equity strategies that were prominent earlier.

Context: Portfolio Allocation Changes

The overall portfolio structure saw adjustments, with holdings concentrated in various sectors as disclosed by the entity's filing dated June 30, 2026. The largest sector allocation remains Unknown at over 81.79%, indicating a significant portion of assets is held in unspecified instruments or categories.

Within the specified sectors, Technology and Healthcare allocations saw modest increases, while changes were noted across other sectors like Consumer Cyclical, Financial Services, Industrials, etc., reflecting the dynamic nature of their portfolio management. The entity's focus appears to be on actively managing specific ETF positions rather than holding large quantities of individual stocks outside these funds.