Creative Financial Designs
ESLV icon

Creative Financial Designs’s Eventide Large Cap Value ETF ESLV Stock Holding History

Creative Financial Designs’s Portfolio ESLV Stock Details ESLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$645K Sell
23,272
-248
-1% -$7.14K 0.03% 377
2026
Q2 		$673K Buy
23,520
+2,209
+10% +$60.6K 0.03% 348
2026
Q1 		$559K Buy
21,311
+8,939
+72% +$237K 0.03% 315
2025
Q4 		$314K Buy
+12,372
New +$310K 0.02% 394

Other funds holding ESLV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Meriwether Wealth & Planning
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Creative Financial Designs's ESLV Position: Q3 2026 in Review

Creative Financial Designs reduced its Eventide Large Cap Value ETF (ESLV) stake by 1.1% in Q3 2026, selling an estimated $7.14K and leaving 23,272 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #377.

Creative Financial Designs first reported a position in ESLV in Q4 2025 and has held it in 4 quarters since. The position peaked at $673K in Q2 2026. 8 funds tracked by Wall St. Rank hold ESLV as of Q3 2026.

  • Creative Financial Designs held 23,272 shares of Eventide Large Cap Value ETF worth $645K as of Q3 2026.
  • Creative Financial Designs sold 248 Eventide Large Cap Value ETF shares in Q3 2026, an estimated $7.14K.
  • Eventide Large Cap Value ETF made up 0.03% of Creative Financial Designs's portfolio in Q3 2026, its #377 holding.
  • Creative Financial Designs first reported a position in Eventide Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Creative Financial Designs's Eventide Large Cap Value ETF position peaked at $673K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Eventide Large Cap Value ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.