Position in AME
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$354,199
+$41,020 QoQ
Shares Held
1,464
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#843
of 1,193 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $16,045,048 across 14 Specialty Industrial Machinery names. AME ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,342 | $6,276,102 | |
| 2 | CMI |
Cummins Inc
|
2,144 | $1,529,122 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,550 | $1,501,108 | |
| 4 | AOS |
Smith A O Corp
|
20,730 | $1,300,184 | |
| 5 | ETN |
Eaton Corp plc
|
3,026 | $1,289,438 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,069 | $1,045,610 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,255 | $621,325 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
27,120 | $573,316 |
All Filings in AME
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,199 | 1,464 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $313,179 | 1,461 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $297,494 | 1,449 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $276,736 | 1,472 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $545,774 | 3,016 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $472,007 | 2,742 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $396,211 | 2,198 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $372,267 | 2,168 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $388,296 | 2,123 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $469,775 | 2,902 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $400,820 | 2,758 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $356,006 | 2,548 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $279,669 | 2,466 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $246,263 | 2,241 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $376,899 | 2,830 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $410,535 | 2,792 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $269,721 | 2,175 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||