Creative Financial Designs’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$65.2K	Buy	1,750 +17	+1%	+$631	﹤0.01%	810
2025 Q4	$60.1K	Buy	1,733 +15	+0.9%	+$516	﹤0.01%	803
2025 Q3	$59.7K	Buy	1,718 +17	+1%	+$575	﹤0.01%	797
2025 Q2	$55.2K	Buy	1,701 +18	+1%	+$561	﹤0.01%	836
2025 Q1	$54.8K	Buy	1,683 +18	+1%	+$596	﹤0.01%	800
2024 Q4	$54.1K	Buy	1,665 +12	+0.7%	+$405	﹤0.01%	768
2024 Q3	$55.5K	Sell	1,653 -1,630	-50%	-$51.5K	﹤0.01%	751
2024 Q2	$98.7K	Buy	3,283 +31	+1%	+$933	0.01%	580
2024 Q1	$102K	Buy	3,252 +39	+1%	+$1.16K	0.01%	565
2023 Q4	$94.8K	Buy	3,213 +31	+1%	+$850	0.01%	547
2023 Q3	$86.8K	Buy	3,182 +30	+1%	+$854	0.01%	512
2023 Q2	$89.7K	Buy	3,152 +30	+1%	+$830	0.01%	512
2023 Q1	$88K	Buy	3,122 +34	+1%	+$995	0.01%	483
2022 Q4	$90K	Buy	3,088 +1,612	+109%	+$46.1K	0.01%	466
2022 Q3	$38K	Buy	1,476 +14	+1%	+$402	0.01%	607
2022 Q2	$42K	Buy	1,462 +12	+0.8%	+$371	0.01%	581
2022 Q1	$46K	Buy	+1,450	New	+$45.6K	0.01%	579

Other funds holding SPDV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

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

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

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

Creative Financial Designs increased its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 0.98% in Q1 2026, buying an estimated $631 and bringing the position to 1,750 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Creative Financial Designs first reported a position in SPDV in Q1 2022 and has held it in 17 quarters since. The position peaked at $102K in Q1 2024. 36 funds tracked by Wall St. Rank hold SPDV as of Q1 2026.

Creative Financial Designs held 1,750 shares of AAM S&P 500 High Dividend Value ETF worth $65.2K as of Q1 2026.
Creative Financial Designs bought 17 AAM S&P 500 High Dividend Value ETF shares in Q1 2026, an estimated $631.
AAM S&P 500 High Dividend Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #810 holding.
Creative Financial Designs first reported a position in AAM S&P 500 High Dividend Value ETF in Q1 2022 and has held it in 17 quarters since.
Creative Financial Designs's AAM S&P 500 High Dividend Value ETF position peaked at $102K in Q1 2024.
36 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q1 2026.

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