Creative Financial Designs’s The Acquirers Fund ZIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5K	Hold	397	–	–	﹤0.01%	1389
2026 Q1	$15.4K	Sell	397 -865	-69%	-$33.4K	﹤0.01%	1270
2025 Q4	$45.9K	Sell	1,262 -118	-9%	-$4.36K	﹤0.01%	893
2025 Q3	$52K	Sell	1,380 -974	-41%	-$36.8K	﹤0.01%	834
2025 Q2	$83K	Buy	2,354 +133	+6%	+$4.5K	0.01%	717
2025 Q1	$78.3K	Buy	2,221 +156	+8%	+$5.84K	0.01%	689
2024 Q4	$78.6K	Buy	2,065 +396	+24%	+$16K	0.01%	658
2024 Q3	$66K	Buy	+1,669	New	+$63.2K	0.01%	705

Other funds holding ZIG

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Financial Designs held its The Acquirers Fund (ZIG) position steady in Q2 2026 at 397 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Creative Financial Designs first reported a position in ZIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $83K in Q2 2025. 11 funds tracked by Wall St. Rank hold ZIG as of Q2 2026.

Creative Financial Designs held 397 shares of The Acquirers Fund worth $15.5K as of Q2 2026.
Creative Financial Designs left its The Acquirers Fund share count unchanged in Q2 2026.
The Acquirers Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1389 holding.
Creative Financial Designs first reported a position in The Acquirers Fund in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's The Acquirers Fund position peaked at $83K in Q2 2025.
11 funds tracked by Wall St. Rank held The Acquirers Fund as of Q2 2026.

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