CreativeOne Wealth, LLC

Position in LUV — Southwest Airlines Co

CIK 1739728 OVERLAND PARK, KS

Position in LUV

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

Position Value

$1,617,775

+$365,981 QoQ

Shares Held

31,462

-5.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#273

of 922 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $2,104,900 across 2 Airlines names. LUV ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LUV	Southwest Airlines Co This page	31,462	$1,617,775
2	DAL	Delta Air Lines, Inc.	5,201	$487,125

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,617,775	31,462	-5.6%	Shares	Other	2026-08-13
2026-03-31	$1,251,794	33,319	+24.7%	Shares	Other	2026-05-15
2025-12-31	$1,104,172	26,716	-17.9%	Shares	Other	2026-02-13
2025-09-30	$1,037,745	32,521	-2.0%	Shares	Other	2025-11-13
2025-06-30	$1,076,099	33,172	-2.2%	Shares	Other	2025-08-12
2025-03-31	$1,138,697	33,910	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$1,142,104	33,971	+51.7%	Shares	Other	2025-02-13
2024-09-30	$663,415	22,390	+60.9%	Shares	Sole	2024-11-13
2024-06-30	$398,022	13,912	+8.7%	Shares	Sole	2024-08-14
2024-03-31	$373,719	12,803	+19.5%	Shares	Sole	2024-05-14
2023-12-31	$309,478	10,716	+12.4%	Shares	Sole	2024-02-09
2023-09-30	$258,112	9,535	-1.0%	Shares	Sole	2023-10-17
2023-06-30	$348,666	9,629	+5.2%	Shares	Sole	2023-08-16
2023-03-31	$297,903	9,155	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$306,093	9,091	-0.5%	Shares	Sole	2023-02-15
2022-09-30	$281,691	9,134	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.