CreativeOne Wealth, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in BJ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,018
-$88,628 QoQ
Shares Held
2,878
-16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#421
of 632 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026CreativeOne Wealth, LLC holds $20,463,191 across 5 Discount Stores names. BJ ranks #5 (1.2% of the industry book) .
All Filings in BJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,018 | 2,878 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $339,646 | 3,451 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $297,909 | 3,309 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $393,887 | 4,224 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $514,456 | 4,771 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $414,867 | 3,636 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $315,762 | 3,534 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||