CreativeOne Wealth, LLC

Position in AXP — American Express Co

CIK 1739728 OVERLAND PARK, KS

Position in AXP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,115,825

+$146,078 QoQ

Shares Held

12,168

-7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#861

of 2,944 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $21,892,755 across 7 Credit Services names. AXP ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	29,194	$10,016,169
2	MA	Mastercard Inc	11,057	$5,678,875
3	AXP	American Express Co This page	12,168	$4,115,825
4	COF	Capital One Financial Corp	4,989	$1,000,892
5	NNI	Nelnet Inc	3,474	$463,188
6	SOFI	SoFi Technologies, Inc.	19,812	$355,228
7	ATLC	Atlanticus Holdings Corp	2,568	$262,578

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,115,825	12,168	-7.3%	Shares	Other	2026-08-13
2026-03-31	$3,969,747	13,124	-3.7%	Shares	Other	2026-05-15
2025-12-31	$5,040,198	13,624	+1.1%	Shares	Other	2026-02-13
2025-09-30	$4,475,855	13,475	-3.7%	Shares	Other	2025-11-13
2025-06-30	$4,464,443	13,996	+8.2%	Shares	Other	2025-08-12
2025-03-31	$3,480,161	12,935	+0.9%	Shares	Other	2025-05-14
2024-12-31	$3,803,660	12,816	+6.9%	Shares	Other	2025-02-13
2024-09-30	$3,251,687	11,990	-0.9%	Shares	Other	2024-11-13
2024-06-30	$2,800,134	12,093	-7.7%	Shares	Other	2024-08-14
2024-03-31	$2,981,829	13,099	+22.8%	Shares	Other	2024-05-14
2023-12-31	$1,999,105	10,671	-0.0%	Shares	Sole	2024-02-09
2023-09-30	$1,592,155	10,672	-8.7%	Shares	Sole	2023-10-17
2023-06-30	$1,685	11,684	-8.2%	Shares	Sole	2023-08-14
2023-03-31	$2,100,308	12,733	+5.5%	Shares	Sole	2023-05-15
2022-12-31	$1,783,490	12,071	+2.2%	Shares	Sole	2023-02-15
2022-09-30	$1,593,152	11,809	+0.0%	Shares	Sole	2022-11-15
2022-06-30	$1,636,409	11,805	-2.1%	Shares	Sole	2022-08-12
2022-03-31	$2,254,659	12,057	+2.0%	Shares	Sole	2022-05-13
2021-12-31	$1,934,406	11,824	-0.2%	Shares	Sole	2022-02-15
2021-09-30	$1,984,392	11,845	-0.4%	Shares	Sole	2021-11-16
2021-06-30	$1,964,915	11,892	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$1,674,083	11,836	-3.2%	Shares	Sole	2021-05-17
2020-12-31	$1,477,762	12,222	+27.8%	Shares	Sole	2021-02-12
2020-09-30	$958,991	9,566	-0.6%	Shares	Sole	2020-11-13
2020-06-30	$915,919	9,621	+1.9%	Shares	Sole	2020-08-13
2020-03-31	$808,415	9,443	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.