Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$490,937
-$1,126,788 QoQ
Shares Held
3,578
-74.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#591
of 1,035 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026CreativeOne Wealth, LLC holds $773,898 across 2 Residential Construction names. PHM ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
3,578 | $490,937 | |
| 2 | LEN |
Lennar Corp /New/
|
3,127 | $282,961 |
All Filings in PHM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,937 | 3,578 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,617,725 | 13,755 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,730,874 | 14,761 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,644,621 | 12,447 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,060,055 | 19,534 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $465,580 | 4,529 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $461,190 | 4,235 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $830,176 | 5,784 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $484,439 | 4,400 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $536,637 | 4,449 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $436,310 | 4,227 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $237,774 | 3,211 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $248,109 | 3,194 | Shares | Sole | 2023-08-16 | |
| No filing history on record for this holder in this stock. | ||||||