CREATIVE FINANCIAL DESIGNS INC /ADV

Position in PPT — Franklin Premier Income Trust

CIK 819864 KOKOMO, IN

Position in PPT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,691

-$167 QoQ

Shares Held

2,777

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#78

of 100 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $10,565,781 across 70 Asset Management names. PPT ranks #52 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,691	2,777	0.0%	Shares	Sole	2026-07-28
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.