Creative Financial Designs Inc Asset Management

Creative Financial Designs Inc

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MCR Mfs Charter Income Trust	$0	$6,000 0.0% of portfolio	1,046	Q2 2023 New
BXSL Blackstone Secured Lending Fund	$5.25B	$6,000 0.0% of portfolio	214	Q1 2025 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%
AMG Affiliated Managers Group, Inc.	$6.89B	$3,000 0.0% of portfolio	20	Q1 2024 Reduced 39.39%
DHIL Diamond Hill Investment Group Inc	$415M	$2,000 0.0% of portfolio	21	Q1 2025 Added 5.0%
VGM Invesco Trust For Investment Grade Municipals	$0	$1,000 0.0% of portfolio	146	Q1 2024 New
IVZ Invesco Ltd.	$6.48B	$1,000 0.0% of portfolio	75	Q1 2025 Reduced 70.82%
PFG Principal Financial Group Inc	$18.9B	$0 0.0% of portfolio	5	Q1 2025 Reduced 93.83%
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%
APO Apollo Global Management, Inc.	$78.2B	$0 0.0% of portfolio	2	Q1 2025 New
OWL Blue Owl Capital Inc.	$8.41B	$0 0.0% of portfolio	49	Q1 2025 New
CNS Cohen & Steers, Inc.	$3.66B	$0 0.0% of portfolio	5	Q1 2025 Reduced 73.68%
CRBG Corebridge Financial, Inc.	$21.3B	$0 0.0% of portfolio	5	Q1 2025 New
FPF First Trust Intermediate Duration Preferred & Income Fund	$0	$0 0.0% of portfolio	2	Q1 2024 Reduced 99.2%

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