CreativeOne Wealth, LLC

Position in BTI — British American Tobacco p.l.c.

CIK 1739728 OVERLAND PARK, KS

Position in BTI

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

Position Value

$250,621

+$40,130 QoQ

Shares Held

4,058

+12.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#642

of 903 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $19,083,895 across 3 Tobacco names. BTI ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	182,391	$13,123,032
2	PM	Philip Morris International Inc.	31,564	$5,710,242
3	BTI	British American Tobacco p.l.c. This page	4,058	$250,621

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,621	4,058	+12.7%	Shares	Other	2026-08-13
2026-03-31	$210,491	3,600	-30.2%	Shares	Other	2026-05-15
2025-12-31	$292,214	5,161	+7.0%	Shares	Other	2026-02-13
2025-09-30	$256,004	4,823	-25.2%	Shares	Other	2025-11-13
2023-09-30	$202,437	6,445	-49.3%	Shares	Sole	2023-10-17
2023-06-30	$421,772	12,704	-4.9%	Shares	Sole	2023-08-14
2023-03-31	$469,238	13,361	+2.1%	Shares	Sole	2023-05-15
2022-12-31	$523,298	13,089	+0.3%	Shares	Sole	2023-02-15
2022-09-30	$463,275	13,050	+1.6%	Shares	Sole	2022-11-15
2022-06-30	$551,050	12,842	-5.0%	Shares	Sole	2022-08-12
2022-03-31	$569,708	13,513	+41.0%	Shares	Sole	2022-05-13
2021-12-31	$358,574	9,585	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.