CREATIVE FINANCIAL DESIGNS INC /ADV
Position in IBKR — Interactive Brokers Group, Inc.
CIK 819864
KOKOMO, IN
Position in IBKR
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$63,045
+$2,594 QoQ
Shares Held
940
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,625,686 across 19 Capital Markets names. IBKR ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
704 | $595,576 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,590 | $243,408 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
3,915 | $161,572 | |
| 4 | MS |
Morgan Stanley
|
944 | $155,354 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
2,756 | $121,208 | |
| 6 | WULF |
Terawulf Inc.
|
6,140 | $88,600 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
1,202 | $83,298 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
This page
|
940 | $63,045 |
All Filings in IBKR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,045 | 940 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $60,451 | 940 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64,681 | 940 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,085 | 940 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,769 | 236 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,379 | 235 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,187 | 235 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,202 | 235 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||