Creative Financial Designs’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Creative Financial Designs’s Portfolio BFIT Stock Details BFIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-43	Closed	-$1K	–	1520
2023 Q1	$1K	Hold	43	–	–	﹤0.01%	1306
2022 Q4	$901	Buy	43 +10	+30%	+$199	﹤0.01%	1212
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	1265
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	1220
2022 Q1	$1K	Buy	33 +18	+120%	+$454	﹤0.01%	1238
2021 Q4	$0	Hold	15	–	–	﹤0.01%	1480
2021 Q3	$0	Hold	15	–	–	﹤0.01%	1468
2021 Q2	$0	Hold	15	–	–	﹤0.01%	1449
2021 Q1	$0	Buy	+15	New	+$394	﹤0.01%	1374

Other funds holding BFIT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Creative Financial Designs's BFIT Position: Q2 2023 in Review

Creative Financial Designs sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q2 2023, closing a stake of 43 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in BFIT in Q1 2021 and held it in 9 quarters. The position peaked at $1K in Q1 2023. 16 funds tracked by Wall St. Rank hold BFIT as of Q2 2023.

Creative Financial Designs reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q2 2023 after selling out during the quarter.
Creative Financial Designs sold 43 Global X Funds Global X Health & Wellness ETF shares in Q2 2023, an estimated $1K.
Creative Financial Designs first reported a position in Global X Funds Global X Health & Wellness ETF in Q1 2021 and held it in 9 quarters.
Creative Financial Designs's Global X Funds Global X Health & Wellness ETF position peaked at $1K in Q1 2023.
16 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.