CFD
GDL

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
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 $674M AUM 64.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Creative Financial Designs's GDL Position: Q1 2026 in Review

Creative Financial Designs held its GDL Fund (GDL) position steady in Q1 2026 at 1,717 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Creative Financial Designs first reported a position in GDL in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.7K in Q3 2025. 31 funds tracked by Wall St. Rank hold GDL as of Q1 2026.

  • Creative Financial Designs held 1,717 shares of GDL Fund worth $14.3K as of Q1 2026.
  • Creative Financial Designs left its GDL Fund share count unchanged in Q1 2026.
  • GDL Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1301 holding.
  • Creative Financial Designs first reported a position in GDL Fund in Q1 2023 and has held it in 13 quarters since.
  • Creative Financial Designs's GDL Fund position peaked at $14.7K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held GDL Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.