Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,013,797
-$833,713 QoQ
Shares Held
18,733
-35.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#745
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $3,001,635 across 3 Integrated Freight & Logistics names. UPS ranks #1 (67.1% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,013,797 | 18,733 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,847,510 | 28,944 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,708,977 | 27,311 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,387,871 | 28,587 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,767,169 | 27,414 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,636,100 | 14,875 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,819,370 | 14,428 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,981,292 | 14,532 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,616,472 | 11,812 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,996,249 | 13,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,374,190 | 8,740 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,215,162 | 7,796 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,052,950 | 11,453 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,621,774 | 13,515 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,864,781 | 10,727 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,533,014 | 9,490 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,442,248 | 7,901 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,591,507 | 7,421 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,558,251 | 7,270 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,224,258 | 6,723 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,239,708 | 5,961 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,049,008 | 6,171 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,070,012 | 6,354 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $660,354 | 3,963 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $453,724 | 4,081 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $360,600 | 3,860 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||