Creative Financial Designs’s Tema Durable Quality ETF TOLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,200	Closed	-$38.5K	–	2162
2025 Q1	$38.5K	Buy	+1,200	New	+$39.2K	﹤0.01%	911

Other funds holding TOLL

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RFA

Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Creative Financial Designs sold out of Tema Durable Quality ETF (TOLL) in Q2 2025, closing a stake of 1,200 shares — an estimated $38.5K sold.

Creative Financial Designs first reported a position in TOLL in Q1 2025 and held it in 1 quarter. The position peaked at $38.5K in Q1 2025. 7 funds tracked by Wall St. Rank hold TOLL as of Q2 2025.

Creative Financial Designs reported no remaining Tema Durable Quality ETF position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 1,200 Tema Durable Quality ETF shares in Q2 2025, an estimated $38.5K.
Creative Financial Designs first reported a position in Tema Durable Quality ETF in Q1 2025 and held it in 1 quarter.
Creative Financial Designs's Tema Durable Quality ETF position peaked at $38.5K in Q1 2025.
7 funds tracked by Wall St. Rank held Tema Durable Quality ETF as of Q2 2025.

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