Position in CTAS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,767,981
-$295,019 QoQ
Shares Held
10,395
-14.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#591
of 1,421 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTAS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $3,089,272 across 3 Specialty Business Services names. CTAS ranks #1 (57.2% of the industry book) .
All Filings in CTAS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,767,981 | 10,395 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,063,000 | 12,197 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,267,559 | 12,057 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,548,918 | 12,418 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,721,259 | 16,697 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,420,635 | 16,643 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,948,877 | 21,614 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,165,404 | 15,375 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,392,087 | 3,416 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,325,224 | 4,840 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,578,179 | 4,278 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,955,305 | 4,065 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,007 | 5,207 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,270,833 | 4,908 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,166,420 | 4,797 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,705,318 | 4,393 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,972,985 | 5,282 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,050,378 | 4,820 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $2,086,886 | 4,709 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,635,695 | 4,297 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,539,842 | 4,031 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,034,168 | 3,030 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,068,508 | 3,023 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $690,954 | 2,076 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $512,210 | 1,923 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $260,696 | 1,505 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||