Position in AOS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,300,184
+$248,508 QoQ
Shares Held
20,730
+30.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#244
of 610 holders
Holding Since
Sep 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOS 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. AOS ranks #4 (8.1% 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
This page
|
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 AOS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,184 | 20,730 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,051,676 | 15,949 | Shares | Other | 2026-05-15 | |
| 2022-12-31 | $410,639 | 7,174 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $405,351 | 8,344 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||