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Creative Financial Designs’s Helios Technologies HLIO Stock Holding History

Creative Financial Designs’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.6K Hold
321
– – ﹤0.01% 1194
2026
Q1 		$20.8K Hold
321
– – ﹤0.01% 1190
2025
Q4 		$17.2K Hold
321
– – ﹤0.01% 1197
2025
Q3 		$16.7K Hold
321
– – ﹤0.01% 1198
2025
Q2 		$10.7K Buy
+321
New +$9.67K ﹤0.01% 1324

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Creative Financial Designs held its Helios Technologies (HLIO) position steady in Q2 2026 at 321 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Creative Financial Designs first reported a position in HLIO in Q2 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • Creative Financial Designs held 321 shares of Helios Technologies worth $28.6K as of Q2 2026.
  • Creative Financial Designs left its Helios Technologies share count unchanged in Q2 2026.
  • Helios Technologies made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1194 holding.
  • Creative Financial Designs first reported a position in Helios Technologies in Q2 2025 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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