CreativeOne Wealth, LLC

Position in SLQT — SelectQuote, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in SLQT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$27,517

-$34,068 QoQ

Shares Held

43,678

0.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

CreativeOne Wealth, LLC holds $1,403,531 across 4 Insurance Brokers names. SLQT ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,400	$763,179
2	AJG	Arthur J. Gallagher & Co.	1,528	$330,933
3	BRO	Brown & Brown, Inc.	4,323	$281,902
4	SLQT	SelectQuote, Inc. This page	43,678	$27,517

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,517	43,678	0.0%	Shares	Sole	2026-05-15
2025-12-31	$61,585	43,678	0.0%	Shares	Sole	2026-02-13
2025-09-30	$85,608	43,678	-40.7%	Shares	Sole	2025-11-13
2025-06-30	$175,353	73,678	0.0%	Shares	Sole	2025-08-12
2025-03-31	$246,084	73,678	0.0%	Shares	Sole	2025-05-14
2024-12-31	$274,082	73,678	-27.1%	Shares	Sole	2025-02-13
2024-09-30	$219,241	101,033	0.0%	Shares	Sole	2024-11-13
2024-06-30	$278,851	101,033	0.0%	Shares	Sole	2024-08-14
2024-03-31	$202,066	101,033	-1.1%	Shares	Sole	2024-05-14
2023-12-31	$139,956	102,158	+34.1%	Shares	Sole	2024-02-09
2023-09-30	$89,104	76,158	0.0%	Shares	Sole	2023-10-17
2023-06-30	$148,508	76,158	+287.3%	Shares	Sole	2023-08-16
2023-03-31	$42,668	19,663	0.0%	Shares	Sole	2023-05-15
2022-12-31	$13,213	19,663	-5.0%	Shares	Sole	2023-02-15
2022-09-30	$15,109	20,698	+2.8%	Shares	Sole	2022-11-15
2022-06-30	$49,942	20,138	+9.9%	Shares	Sole	2022-08-12
2022-03-31	$51,107	18,318	+28.8%	Shares	Sole	2022-05-13
2021-12-31	$128,878	14,225	-3.9%	Shares	Sole	2022-02-15
2021-09-30	$191,364	14,800	+105.0%	Shares	Sole	2021-11-16
2021-03-31	$213,091	7,221	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.