CreativeOne Wealth, LLC

Position in SJM — J M SMUCKER Co

CIK 1739728 OVERLAND PARK, KS

Position in SJM

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

Position Value

$1,176,524

+$185,315 QoQ

Shares Held

10,458

+1.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#301

of 880 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $8,735,045 across 5 Packaged Foods names. SJM ranks #5 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	87,809	$3,055,752
2	CAG	Conagra Brands Inc.	118,865	$1,599,922
3	HRL	Hormel Foods Corp /De/	60,328	$1,497,340
4	KHC	Kraft Heinz Co	59,505	$1,405,507
5	SJM	J M SMUCKER Co This page	10,458	$1,176,524

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,176,524	10,458	+1.8%	Shares	Other	2026-08-13
2026-03-31	$991,209	10,278	+14.0%	Shares	Other	2026-05-15
2025-12-31	$881,854	9,016	+1.4%	Shares	Other	2026-02-13
2025-09-30	$965,887	8,894	+10.2%	Shares	Other	2025-11-13
2025-06-30	$792,866	8,074	-2.2%	Shares	Other	2025-08-12
2025-03-31	$977,237	8,253	+12.4%	Shares	Other	2025-05-14
2024-12-31	$808,721	7,344	+3.1%	Shares	Other	2025-02-13
2024-09-30	$862,231	7,120	+12.0%	Shares	Other	2024-11-13
2024-06-30	$693,058	6,356	+190.4%	Shares	Sole	2024-08-14
2022-09-30	$300,790	2,189	+1.9%	Shares	Sole	2022-11-15
2022-06-30	$274,965	2,148	+3.3%	Shares	Sole	2022-08-12
2021-12-31	$282,369	2,079	+9.8%	Shares	Sole	2022-02-15
2021-09-30	$227,336	1,894	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.