CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 819864
KOKOMO, IN
Position in CLM
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$684,188
-$77,483 QoQ
Shares Held
93,982
+3.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $8,782,238 across 73 Asset Management names. CLM ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
201,667 | $1,841,219 | |
| 2 | TROW |
Price T Rowe Group Inc
|
17,811 | $1,605,483 | |
| 3 | FTF |
Franklin Ltd Duration Income Trust
|
133,856 | $780,380 | |
| 4 | CLM |
Cornerstone Strategic Investment Fund, Inc.
This page
|
93,982 | $684,188 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
134,124 | $684,032 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
52,012 | $361,483 | |
| 7 | WIA |
Western Asset Inflation-Linked Income Fund
|
38,573 | $311,669 | |
| 8 | DXYZ |
Destiny Tech100 Inc.
|
8,987 | $240,671 |
All Filings in CLM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $684,188 | 93,982 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $761,671 | 91,109 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $690,850 | 83,436 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $663,745 | 81,742 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $519,040 | 70,975 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $764,025 | 90,367 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $670,764 | 88,736 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $683,288 | 90,159 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $655,989 | 88,628 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $607,670 | 85,868 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $591,593 | 74,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $591,002 | 71,654 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $503,005 | 65,604 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $473,897 | 65,330 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $558,312 | 66,190 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $499,921 | 59,198 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $477,104 | 34,403 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $349,135 | 24,823 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $179,980 | 14,286 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $159,089 | 13,922 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $151,431 | 11,422 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $117,196 | 10,151 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $108,018 | 9,896 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $97,120 | 9,655 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||