CREATIVE FINANCIAL DESIGNS INC /ADV
Position in APO — Apollo Global Management, Inc.
CIK 819864
KOKOMO, IN
Position in APO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,433
+$14,300 QoQ
Shares Held
122
+12100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,042
of 1,165 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $10,565,781 across 70 Asset Management names. APO ranks #45 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
271,113 | $2,372,238 | |
| 2 | TROW |
Price T Rowe Group Inc
|
18,664 | $2,121,910 | |
| 3 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
132,993 | $1,005,427 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
166,680 | $831,733 | |
| 5 | FTF |
Franklin Ltd Duration Income Trust
|
136,845 | $792,332 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
86,397 | $620,330 | |
| 7 | DXYZ |
Destiny Tech100 Inc.
|
12,900 | $332,304 | |
| 8 | WIA |
Western Asset Inflation-Linked Income Fund
|
38,573 | $313,598 |
All Filings in APO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,433 | 122 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $133 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $141 | 1 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $273 | 2 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||