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CreativeOne Wealth, LLC

Position in OKLO — Oklo Inc.

CIK 1739728 OVERLAND PARK, KS

Position in OKLO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$653,182
-$67,806 QoQ
Shares Held
12,482
-14.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#247
of 665 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OKLO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $3,154,997 across 4 Utilities - Independent Power Producers names. OKLO ranks #3 (20.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 OKLO
Oklo Inc.
This page
12,482 $653,182

All Filings in OKLO

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $653,182 12,482
2026-03-31 $720,988 14,539
2025-12-31 $1,467,204 20,446
2025-09-30 $1,830,508 16,398
2025-06-30 $878,371 15,688
2025-03-31 $303,555 14,034