CREATIVE FINANCIAL DESIGNS INC /ADV

Position in PPT — Putnam Premier Income Trust

CIK 819864 KOKOMO, IN

Position in PPT

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$9,858

+$28 QoQ

Shares Held

2,777

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $8,782,238 across 73 Asset Management names. PPT ranks #54 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,858	2,777	0.0%	Shares	Sole	2026-04-13
2025-12-31	$9,830	2,777	0.0%	Shares	Sole	2026-02-06
2025-09-30	$10,247	2,777	0.0%	Shares	Sole	2025-11-12
2025-06-30	$10,191	2,777	0.0%	Shares	Sole	2025-08-04
2025-03-31	$10,024	2,777	0.0%	Shares	Sole	2025-04-23
2024-12-31	$9,886	2,777	0.0%	Shares	Sole	2025-02-10
2024-09-30	$10,358	2,777	0.0%	Shares	Sole	2024-10-28
2024-06-30	$9,941	2,777	0.0%	Shares	Sole	2024-08-06
2024-03-31	$9,775	2,777	0.0%	Shares	Sole	2024-05-01
2023-12-31	$9,913	2,777	0.0%	Shares	Sole	2024-01-10
2023-09-30	$9,302	2,777	0.0%	Shares	Sole	2023-11-14
2023-06-30	$9,775	2,777	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.