CreativeOne Wealth, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,424,408
+$41,895 QoQ
Shares Held
16,365
-20.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#515
of 1,103 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR 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. IBKR ranks #3 (6.5% of the industry book) .
| # | 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.
This page
|
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 IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,408 | 16,365 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,382,513 | 20,613 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,351,217 | 21,011 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $242,030 | 4,368 | Shares | Other | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||