CreativeOne Wealth, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in BR

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

Position Value

$277,323

-$146,586 QoQ

Shares Held

2,025

-22.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#670

of 1,002 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $11,552,315 across 4 Information Technology Services names. BR ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	33,384	$9,387,914
2	ACN	Accenture plc	11,749	$1,462,045
3	APLD	Applied Digital Corp.	11,395	$425,033
4	BR	Broadridge Financial Solutions, Inc. This page	2,025	$277,323

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,323	2,025	-22.4%	Shares	Other	2026-08-13
2026-03-31	$423,909	2,609	+26.3%	Shares	Other	2026-05-15
2025-12-31	$460,845	2,065	+4.0%	Shares	Other	2026-02-13
2025-09-30	$472,766	1,985	-31.8%	Shares	Other	2025-11-13
2025-06-30	$707,702	2,912	+31.8%	Shares	Other	2025-08-12
2025-03-31	$535,593	2,209	+12.8%	Shares	Other	2025-05-14
2024-12-31	$442,684	1,958	+26.5%	Shares	Other	2025-02-13
2024-09-30	$332,865	1,548	+5.5%	Shares	Other	2024-11-13
2024-06-30	$288,999	1,467	-5.3%	Shares	Sole	2024-08-14
2024-03-31	$317,327	1,549	+22.0%	Shares	Sole	2024-05-14
2023-12-31	$261,301	1,270	+10.8%	Shares	Sole	2024-02-09
2023-09-30	$205,191	1,146	-7.8%	Shares	Sole	2023-10-17
2023-06-30	$205,878	1,243	-84.8%	Shares	Sole	2023-08-16
2021-12-31	$1,498,209	8,195	+12.0%	Shares	Other	2022-02-15
2021-09-30	$1,218,804	7,314	+12.4%	Shares	Other	2021-11-16
2021-06-30	$1,050,913	6,506	+20.6%	Shares	Sole	2021-08-13
2021-03-31	$826,127	5,396	-0.6%	Shares	Other	2021-05-17
2020-12-31	$831,876	5,430	+13.8%	Shares	Other	2021-02-12
2020-09-30	$629,904	4,772	+13.6%	Shares	Other	2020-11-13
2020-06-30	$529,997	4,200	+35.3%	Shares	Other	2020-08-13
2020-03-31	$294,447	3,105	—	Shares	Other	2020-05-14
No filing history on record for this holder in this stock.