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 Q2	$68K	Buy	1,764 +14	+0.8%	+$535	﹤0.01%	912
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 $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

VERPA

Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $83M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Creative Financial Designs's SPDV Position: Q2 2026 in Review

Creative Financial Designs increased its AAM S&P 500 High Dividend Value ETF (SPDV) stake by 0.8% in Q2 2026, buying an estimated $535 and bringing the position to 1,764 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Creative Financial Designs first reported a position in SPDV in Q1 2022 and has held it in 18 quarters since. The position peaked at $102K in Q1 2024. 39 funds tracked by Wall St. Rank hold SPDV as of Q2 2026.

Creative Financial Designs held 1,764 shares of AAM S&P 500 High Dividend Value ETF worth $68K as of Q2 2026.
Creative Financial Designs bought 14 AAM S&P 500 High Dividend Value ETF shares in Q2 2026, an estimated $535.
AAM S&P 500 High Dividend Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #912 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 18 quarters since.
Creative Financial Designs's AAM S&P 500 High Dividend Value ETF position peaked at $102K in Q1 2024.
39 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.