CREATIVE FINANCIAL DESIGNS INC /ADV
Position in EOI — Eaton Vance Enhanced Equity Income Fund
CIK 819864
KOKOMO, IN
Position in EOI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$34,780
-$3,297 QoQ
Shares Held
1,852
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 84 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EOI 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. EOI ranks #31 (0.4% 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.
|
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 EOI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,780 | 1,852 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $38,077 | 1,852 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $38,892 | 1,852 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,743 | 1,852 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $34,743 | 1,852 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $38,466 | 1,852 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $37,465 | 1,852 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $35,984 | 1,852 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $33,761 | 1,852 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $30,706 | 1,852 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $29,354 | 1,852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,539 | 1,852 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||