GLU β€” GABELLI GLOBL UTIL & INCOME TR COM SH BEN INT

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  11 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported GABELLI GLOBL UTIL & INCOME TR COM SH BEN INT (GLU) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows GLU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in GABELLI GLOBL UTIL & INCOME TR COM SH BEN INT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held GLU β€” position size vs. price
% of Fund (quarterly)    GLU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 533 β€” 0% 0.00% $10K 2026-02-14 (Est.) $21.33
2025 Q3 UNCHANGED 533 β€” 0% 0.00% $10K 2025-11-12 $17.88
2025 Q2 UNCHANGED 533 β€” 0% 0.00% $9K 2025-08-04 $16.77
2025 Q1 UNCHANGED 533 β€” 0% 0.00% $9K 2025-04-23 $14.90
2024 Q4 UNCHANGED 533 β€” 0% 0.00% $8K 2025-02-10 $14.43
2024 Q3 UNCHANGED 533 β€” 0% 0.00% $9K 2024-10-28 $14.69
2024 Q2 REDUCED 533 -278 -34.3% 0.00% $7K 2024-08-06 $13.10
2024 Q1 UNCHANGED 811 β€” 0% 0.00% $12K 2024-05-01 $12.13
2023 Q4 UNCHANGED 811 β€” 0% 0.00% $11K 2024-01-10 $11.29
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GLU

As of 2026 Q1 β€” sorted by position size

HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and GLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning GLU?

CREATIVE FINANCIAL DESIGNS INC /ADV reported GLU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GLU position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for GLU was 0.00% in 2024 Q1.

What is the latest reported GLU position on this page?

The most recent filing on this page is 2025 Q4, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 533 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this GLU ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly GLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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