Creative Financial Designs’s GDL Fund GDL Stock Holding History

Creative Financial Designs’s Portfolio GDL Stock Details GDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5K	Hold	1,717	–	–	﹤0.01%	1416
2026 Q1	$14.3K	Hold	1,717	–	–	﹤0.01%	1301
2025 Q4	$14.5K	Hold	1,717	–	–	﹤0.01%	1247
2025 Q3	$14.7K	Hold	1,717	–	–	﹤0.01%	1244
2025 Q2	$14.3K	Hold	1,717	–	–	﹤0.01%	1232
2025 Q1	$14.1K	Hold	1,717	–	–	﹤0.01%	1192
2024 Q4	$13.8K	Hold	1,717	–	–	﹤0.01%	1139
2024 Q3	$14K	Hold	1,717	–	–	﹤0.01%	1105
2024 Q2	$13.5K	Hold	1,717	–	–	﹤0.01%	1075
2024 Q1	$13.7K	Hold	1,717	–	–	﹤0.01%	1057
2023 Q4	$13.8K	Hold	1,717	–	–	﹤0.01%	1002
2023 Q3	$13.3K	Hold	1,717	–	–	﹤0.01%	953
2023 Q2	$13.5K	Hold	1,717	–	–	﹤0.01%	935
2023 Q1	$13.5K	Buy	+1,717	New	+$13.7K	﹤0.01%	895

Other funds holding GDL

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Financial Designs's GDL Position: Q2 2026 in Review

Creative Financial Designs held its GDL Fund (GDL) position steady in Q2 2026 at 1,717 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Creative Financial Designs first reported a position in GDL in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.7K in Q3 2025. 32 funds tracked by Wall St. Rank hold GDL as of Q2 2026.

Creative Financial Designs held 1,717 shares of GDL Fund worth $14.5K as of Q2 2026.
Creative Financial Designs left its GDL Fund share count unchanged in Q2 2026.
GDL Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1416 holding.
Creative Financial Designs first reported a position in GDL Fund in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's GDL Fund position peaked at $14.7K in Q3 2025.
32 funds tracked by Wall St. Rank held GDL Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.