Creative Financial Designs’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.3K	Sell	868 -9,696	-92%	-$230K	﹤0.01%	1199
2025 Q4	$251K	Sell	10,564 -7,391	-41%	-$173K	0.02%	432
2025 Q3	$418K	Buy	+17,955	New	+$410K	0.03%	353

Other funds holding QCJL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Creative Financial Designs reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 92% in Q1 2026, selling an estimated $230K and leaving 868 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Creative Financial Designs first reported a position in QCJL in Q3 2025 and has held it in 3 quarters since. The position peaked at $418K in Q3 2025. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

Creative Financial Designs held 868 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $20.3K as of Q1 2026.
Creative Financial Designs sold 9,696 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q1 2026, an estimated $230K.
FT Vest Nasdaq-100 Conservative Buffer ETF - July made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1199 holding.
Creative Financial Designs first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2025 and has held it in 3 quarters since.
Creative Financial Designs's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $418K in Q3 2025.
58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

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