Position in UL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$249,197
New position
Shares Held
4,145
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#826
of 1,170 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CreativeOne Wealth, LLC holds $13,548,911 across 4 Household & Personal Products names. UL ranks #4 (1.8% of the industry book) .
All Filings in UL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,197 | 4,145 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||