Creative Financial Designs’s Eventide Small Cap ETF ESSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.54K	Buy	+300	New	+$8.77K	﹤0.01%	1526

Other funds holding ESSC

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

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

Creative Financial Designs opened a new position in Eventide Small Cap ETF (ESSC) in Q2 2026: 300 shares worth $9.54K. The stake represents ﹤0.01% of the portfolio and ranks #1526 among its holdings.

14 funds tracked by Wall St. Rank hold ESSC as of Q2 2026.

Creative Financial Designs held 300 shares of Eventide Small Cap ETF worth $9.54K as of Q2 2026.
Eventide Small Cap ETF was a new Creative Financial Designs position in Q2 2026.
Eventide Small Cap ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1526 holding.
14 funds tracked by Wall St. Rank held Eventide Small Cap ETF as of Q2 2026.

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