CFD
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Creative Financial Designs’s Avista AVA Stock Holding History

Creative Financial Designs’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286 Buy
+7
New +$288 ﹤0.01% 2184
2025
Q2 		– Sell
-20
Closed -$837 – 2026
2025
Q1 		$837 Buy
+20
New +$759 ﹤0.01% 1822

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Financial Designs's AVA Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Avista (AVA) in Q2 2026: 7 shares worth $286. The stake represents ﹤0.01% of the portfolio and ranks #2184 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in AVA as recently as Q1 2025.

Creative Financial Designs first reported a position in AVA in Q1 2025 and has held it in 2 quarters since. The position peaked at $837 in Q1 2025. 420 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Creative Financial Designs held 7 shares of Avista worth $286 as of Q2 2026.
  • Avista was a new Creative Financial Designs position in Q2 2026.
  • Avista made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2184 holding.
  • Creative Financial Designs first reported a position in Avista in Q1 2025 and has held it in 2 quarters since.
  • Creative Financial Designs's Avista position peaked at $837 in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.