Position in BUSE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$74,664
+$11,338 QoQ
Shares Held
2,531
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#196
of 257 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUSE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,828,808 across 41 Banks - Regional names. BUSE ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
39,006 | $1,943,278 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
99,253 | $1,759,755 | |
| 3 | USB |
US Bancorp De
|
15,736 | $950,454 | |
| 4 | WSBC |
Wesbanco Inc
|
13,771 | $537,482 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
9,121 | $526,737 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,776 | $381,963 | |
| 7 | WTFC |
Wintrust Financial Corp
|
977 | $157,023 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
352 | $86,669 |
All Filings in BUSE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,664 | 2,531 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $63,326 | 2,506 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $58,975 | 2,479 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $56,763 | 2,452 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $73,888 | 3,228 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $68,904 | 3,190 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $74,410 | 3,157 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $91,356 | 3,511 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $84,299 | 3,482 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $82,876 | 3,446 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $84,685 | 3,412 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $64,732 | 3,368 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $67,696 | 3,368 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $68,505 | 3,368 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $83,256 | 3,368 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $74,028 | 3,368 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $76,958 | 3,368 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||