CreativeOne Wealth, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in SOFI

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

Position Value

$355,228

-$92,666 QoQ

Shares Held

19,812

-29.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#502

of 894 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $21,892,755 across 7 Credit Services names. SOFI ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	29,194	$10,016,169
2	MA	Mastercard Inc	11,057	$5,678,875
3	AXP	American Express Co	12,168	$4,115,825
4	COF	Capital One Financial Corp	4,989	$1,000,892
5	NNI	Nelnet Inc	3,474	$463,188
6	SOFI	SoFi Technologies, Inc. This page	19,812	$355,228
7	ATLC	Atlanticus Holdings Corp	2,568	$262,578

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,228	19,812	-29.8%	Shares	Other	2026-08-13
2026-03-31	$447,894	28,205	-34.4%	Shares	Other	2026-05-15
2025-12-31	$1,126,263	43,020	+24.5%	Shares	Other	2026-02-13
2025-09-30	$913,048	34,559	+42.8%	Shares	Other	2025-11-13
2025-06-30	$440,845	24,209	+119.9%	Shares	Other	2025-08-12
2025-03-31	$128,057	11,011	-9.6%	Shares	Sole	2025-05-14
2024-12-31	$187,587	12,181	+1.5%	Shares	Sole	2025-02-13
2024-09-30	$94,327	12,001	-42.1%	Shares	Sole	2024-11-13
2023-06-30	$148	20,721	-8.1%	Shares	Sole	2023-08-14
2023-03-31	$136,902	22,554	-54.0%	Shares	Other	2023-05-15
2022-12-31	$223,582	48,999	+0.0%	Shares	Sole	2023-02-15
2022-09-30	$239,071	48,990	-11.0%	Shares	Sole	2022-11-15
2022-06-30	$289,997	55,028	+209.2%	Shares	Sole	2022-08-12
2022-03-31	$168,200	17,799	-50.7%	Shares	Sole	2022-05-13
2021-09-30	$572,950	36,080	+211.0%	Shares	Sole	2021-11-16
2021-06-30	$222,372	11,600	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.