Position in FUTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$596,000
-$151,155 QoQ
Shares Held
4,358
-4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CreativeOne Wealth, LLC holds $21,994,971 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
55,217 | $11,542,561 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,967 | $7,046,214 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
16,365 | $1,424,408 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,046 | $1,203,753 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,681 | $369,130 | |
| 6 | SNEX |
StoneX Group Inc.
|
2,718 | $214,721 | |
| 7 | CLSK |
Cleanspark, Inc.
|
13,346 | $194,184 |
All Filings in FUTU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $596,000 | 4,358 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $747,155 | 4,550 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,220,848 | 7,020 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $943,980 | 7,638 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||