Creative Financial Designs’s MoneyLion Inc. ML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$433	–	2197
2025 Q1	$433	Hold	5	–	–	﹤0.01%	1925
2024 Q4	$430	Buy	+5	New	+$337	﹤0.01%	1740

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Financial Designs's ML Position: Q2 2025 in Review

Creative Financial Designs sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 5 shares — an estimated $433 sold.

Creative Financial Designs first reported a position in ML in Q4 2024 and held it in 2 quarters. The position peaked at $433 in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

Creative Financial Designs reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 5 MoneyLion Inc. shares in Q2 2025, an estimated $433.
Creative Financial Designs first reported a position in MoneyLion Inc. in Q4 2024 and held it in 2 quarters.
Creative Financial Designs's MoneyLion Inc. position peaked at $433 in Q1 2025.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.