CreativeOne Wealth, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1739728 OVERLAND PARK, KS

Position in CARR

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

Position Value

$400,123

+$18,004 QoQ

Shares Held

5,455

-19.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#951

of 1,618 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $3,674,800 across 5 Building Products & Equipment names. CARR ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,949	$1,448,430
2	SPXC	SPX Technologies, Inc.	4,585	$1,124,104
3	CARR	CARRIER GLOBAL Corp This page	5,455	$400,123
4	BLDR	Builders FirstSource, Inc.	4,333	$387,716
5	JCI	Johnson Controls International plc	2,152	$314,427

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,123	5,455	-19.6%	Shares	Other	2026-08-13
2026-03-31	$382,119	6,786	-75.2%	Shares	Sole	2026-05-15
2025-12-31	$1,448,026	27,404	+22.3%	Shares	Other	2026-02-13
2025-09-30	$1,337,398	22,402	-35.6%	Shares	Other	2025-11-13
2025-06-30	$2,544,230	34,762	-4.6%	Shares	Other	2025-08-12
2025-03-31	$2,309,408	36,426	-16.0%	Shares	Other	2025-05-14
2024-12-31	$2,960,094	43,365	-0.0%	Shares	Other	2025-02-13
2024-09-30	$3,490,770	43,369	+10.3%	Shares	Other	2024-11-13
2024-06-30	$2,480,935	39,330	-8.4%	Shares	Sole	2024-08-14
2024-03-31	$2,496,973	42,955	+20.3%	Shares	Sole	2024-05-14
2023-12-31	$2,051,826	35,715	+682.4%	Shares	Sole	2024-02-09
2022-03-31	$209,396	4,565	-0.9%	Shares	Sole	2022-05-13
2021-12-31	$249,829	4,606	+14.4%	Shares	Sole	2022-02-15
2021-09-30	$208,437	4,027	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.