Creative Financial Designs
PPTY icon

Creative Financial Designs’s US Diversified Real Estate ETF PPTY Stock Holding History

Creative Financial Designs’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-590
Closed -$21K – 1385
2021
Q3 		$21K Buy
+590
New +$21.1K ﹤0.01% 851

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Parametric Portfolio Associates
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Firestone Capital Management
Firestone Capital Management Coral Gables, Florida $537M AUM 19% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Creative Financial Designs's PPTY Position: Q4 2021 in Review

Creative Financial Designs sold out of US Diversified Real Estate ETF (PPTY) in Q4 2021, closing a stake of 590 shares — an estimated $21K sold.

Creative Financial Designs first reported a position in PPTY in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 15 funds tracked by Wall St. Rank hold PPTY as of Q4 2021.

  • Creative Financial Designs reported no remaining US Diversified Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Creative Financial Designs sold 590 US Diversified Real Estate ETF shares in Q4 2021, an estimated $21K.
  • Creative Financial Designs first reported a position in US Diversified Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Creative Financial Designs's US Diversified Real Estate ETF position peaked at $21K in Q3 2021.
  • 15 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.