Creative Financial Designs’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10M	Buy	271,476 +99,942	+58%	+$3.78M	0.61%	41
2025 Q4	$6.13M	Buy	171,534 +14,066	+9%	+$495K	0.39%	60
2025 Q3	$5.5M	Buy	157,468 +6,345	+4%	+$211K	0.37%	63
2025 Q2	$4.8M	Buy	151,123 +143,725	+1,943%	+$4.17M	0.35%	68
2025 Q1	$208K	Buy	7,398 +2,945	+66%	+$88.5K	0.02%	429
2024 Q4	$131K	Buy	4,453 +1,215	+38%	+$38.9K	0.01%	540
2024 Q3	$102K	Sell	3,238 -53	-2%	-$1.62K	0.01%	592
2024 Q2	$97.3K	Buy	3,291 +1,571	+91%	+$46.8K	0.01%	585
2024 Q1	$52.6K	Buy	1,720 +1,568	+1,032%	+$45.9K	0.01%	717
2023 Q4	$4.46K	Hold	152	–	–	﹤0.01%	1282
2023 Q3	$4.04K	Hold	152	–	–	﹤0.01%	1225
2023 Q2	$4.14K	Buy	+152	New	+$3.84K	﹤0.01%	1215

Other funds holding FDLS

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

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

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Creative Financial Designs's FDLS Position: Q1 2026 in Review

Creative Financial Designs increased its Inspire Fidelis Multi Factor ETF (FDLS) stake by 58% in Q1 2026, buying an estimated $3.78M and bringing the position to 271,476 shares worth $10M. The position accounts for 0.61% of the portfolio, ranked #41.

Creative Financial Designs first reported a position in FDLS in Q2 2023 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold FDLS as of Q1 2026.

Creative Financial Designs held 271,476 shares of Inspire Fidelis Multi Factor ETF worth $10M as of Q1 2026.
Creative Financial Designs bought 99,942 Inspire Fidelis Multi Factor ETF shares in Q1 2026, an estimated $3.78M.
Inspire Fidelis Multi Factor ETF made up 0.61% of Creative Financial Designs's portfolio in Q1 2026, its #41 holding.
Creative Financial Designs first reported a position in Inspire Fidelis Multi Factor ETF in Q2 2023 and has held it in 12 quarters since.
37 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.