CreativeOne Wealth, LLC

Position in TT — Trane Technologies plc

CIK 1739728 OVERLAND PARK, KS

Position in TT

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

Position Value

$1,448,430

-$179,355 QoQ

Shares Held

2,949

-24.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#752

of 1,799 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $3,674,800 across 5 Building Products & Equipment names. TT ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc This page	2,949	$1,448,430
2	SPXC	SPX Technologies, Inc.	4,585	$1,124,104
3	CARR	CARRIER GLOBAL Corp	5,455	$400,123
4	BLDR	Builders FirstSource, Inc.	4,333	$387,716
5	JCI	Johnson Controls International plc	2,152	$314,427

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,448,430	2,949	-24.5%	Shares	Other	2026-08-13
2026-03-31	$1,627,785	3,906	+321.8%	Shares	Other	2026-05-15
2025-12-31	$360,398	926	+4.0%	Shares	Other	2026-02-13
2025-09-30	$375,543	890	+3.7%	Shares	Other	2025-11-13
2025-06-30	$375,297	858	-6.2%	Shares	Other	2025-08-12
2025-03-31	$308,281	915	-55.1%	Shares	Sole	2025-05-14
2024-12-31	$752,365	2,037	+12.5%	Shares	Other	2025-02-13
2024-09-30	$703,600	1,810	+31.7%	Shares	Other	2024-11-13
2024-06-30	$451,949	1,374	+8.7%	Shares	Other	2024-08-14
2024-03-31	$379,452	1,264	-50.0%	Shares	Other	2024-05-14
2021-09-30	$436,804	2,530	+4.6%	Shares	Sole	2021-11-16
2021-06-30	$445,250	2,418	+27.1%	Shares	Sole	2021-08-13
2021-03-31	$315,060	1,903	+25.5%	Shares	Sole	2021-05-17
2020-12-31	$220,062	1,516	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.