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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
Q2 		$19.1M Buy
452,893
+181,417
+67% +$7.33M 0.91% 27
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

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

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

Creative Financial Designs increased its Inspire Fidelis Multi Factor ETF (FDLS) stake by 67% in Q2 2026, buying an estimated $7.33M and bringing the position to 452,893 shares worth $19.1M. The position accounts for 0.91% of the portfolio, ranked #27.

Creative Financial Designs first reported a position in FDLS in Q2 2023 and has held it in 13 quarters since. 49 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

  • Creative Financial Designs held 452,893 shares of Inspire Fidelis Multi Factor ETF worth $19.1M as of Q2 2026.
  • Creative Financial Designs bought 181,417 Inspire Fidelis Multi Factor ETF shares in Q2 2026, an estimated $7.33M.
  • Inspire Fidelis Multi Factor ETF made up 0.91% of Creative Financial Designs's portfolio in Q2 2026, its #27 holding.
  • Creative Financial Designs first reported a position in Inspire Fidelis Multi Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 49 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

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