Creative Financial Designs Inc Asset Management

Creative Financial Designs Inc

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IGR Cbre Global Real Estate Income Fund	$0	$6,000 0.0% of portfolio	1,315	Q4 2023 Added 97.74%
PFG Principal Financial Group Inc	$17.5B	$6,000 0.0% of portfolio	81	Q4 2024 Reduced 64.47%
MCR Mfs Charter Income Trust	$0	$6,000 0.0% of portfolio	1,046	Q2 2023 New
RVT Royce Value Trust, Inc.	$0	$5,000 0.0% of portfolio	363	Q3 2024 Reduced 76.49%
THQ Tekla Healthcare Opportunities Fund	$0	$5,000 0.0% of portfolio	284	Q2 2024 Reduced 58.84%
JHG Janus Henderson Group PLC	$4.9B	$4,000 0.0% of portfolio	95	Q4 2024 Reduced 10.38%
ADX Adams Diversified Equity Fund, Inc.	$2.1B	$4,000 0.0% of portfolio	212	Q4 2024 Reduced 58.27%
IVZ Invesco Ltd.	$5.67B	$4,000 0.0% of portfolio	257	Q4 2024 Added 69.08%
AMG Affiliated Managers Group, Inc.	$5.87B	$3,000 0.0% of portfolio	20	Q1 2024 Reduced 39.39%
DHIL Diamond Hill Investment Group Inc	$378M	$3,000 0.0% of portfolio	20	Q4 2024 Reduced 97.61%
CNS Cohen & Steers, Inc.	$3.47B	$1,000 0.0% of portfolio	19	Q4 2024 New
VGM Invesco Trust For Investment Grade Municipals	$0	$1,000 0.0% of portfolio	146	Q1 2024 New
RMT Royce Micro Cap Trust, Inc.	$0	$0 0.0% of portfolio	61	Q3 2024 Reduced 64.94%
BBN Black Rock Taxable Municipal Bond Trust	$0	$0 0.0% of portfolio	1	Q4 2024 Reduced 99.89%
MQY Blackrock Muniyield Quality Fund, Inc.	$0	$0 0.0% of portfolio	0	Q4 2024 Sold Out
FPF First Trust Intermediate Duration Preferred & Income Fund	$0	$0 0.0% of portfolio	2	Q1 2024 Reduced 99.2%

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