Position in AER
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$280,042
+$30,101 QoQ
Shares Held
1,921
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 686 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $3,194,327 across 3 Rental & Leasing Services names. AER ranks #3 (8.8% of the industry book) .
All Filings in AER
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,042 | 1,921 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $249,941 | 1,822 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $269,261 | 1,873 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $214,170 | 1,770 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $246,402 | 2,106 | Shares | Other | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||