Creative Financial Designs’s HighPeak Energy HPK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.68K	Buy	678 +200	+42%	+$1.05K	﹤0.01%	1597
2025 Q4	$2.27K	Sell	478 -477,984	-100%	-$2.87M	﹤0.01%	1664
2025 Q3	$3.38M	Buy	478,462 +16,705	+4%	+$137K	0.23%	98
2025 Q2	$4.53M	Buy	461,757 +163,720	+55%	+$1.61M	0.33%	70
2025 Q1	$3.77M	Sell	298,037 -5,737	-2%	-$77.1K	0.3%	73
2024 Q4	$4.47M	Buy	303,774 +8,400	+3%	+$120K	0.36%	64
2024 Q3	$4.1M	Sell	295,374 -9,504	-3%	-$145K	0.35%	66
2024 Q2	$4.29M	Buy	304,878 +1,484	+0.5%	+$21.9K	0.38%	56
2024 Q1	$4.78M	Buy	303,394 +51,159	+20%	+$759K	0.45%	50
2023 Q4	$3.59M	Sell	252,235 -7,958	-3%	-$126K	0.36%	59
2023 Q3	$4.39M	Buy	260,193 +2,765	+1%	+$40.1K	0.51%	45
2023 Q2	$2.8M	Buy	257,428 +90,721	+54%	+$1.53M	0.33%	70
2023 Q1	$3.83M	Buy	166,707 +63,142	+61%	+$1.61M	0.5%	46
2022 Q4	$2.37M	Buy	103,565 +41,013	+66%	+$922K	0.35%	65
2022 Q3	$1.35M	Buy	+62,552	New	+$1.47M	0.22%	88

Other funds holding HPK

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Financial Designs increased its HighPeak Energy (HPK) stake by 42% in Q1 2026, buying an estimated $1.05K and bringing the position to 678 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Creative Financial Designs first reported a position in HPK in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.78M in Q1 2024. 129 funds tracked by Wall St. Rank hold HPK as of Q1 2026.

Creative Financial Designs held 678 shares of HighPeak Energy worth $4.68K as of Q1 2026.
Creative Financial Designs bought 200 HighPeak Energy shares in Q1 2026, an estimated $1.05K.
HighPeak Energy made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1597 holding.
Creative Financial Designs first reported a position in HighPeak Energy in Q3 2022 and has held it in 15 quarters since.
Creative Financial Designs's HighPeak Energy position peaked at $4.78M in Q1 2024.
129 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2026.

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