CreativeOne Wealth, LLC

Position in URI — United Rentals, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in URI

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

Position Value

$2,060,726

+$1,098,299 QoQ

Shares Held

1,819

+37.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#656

of 1,581 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $3,194,327 across 3 Rental & Leasing Services names. URI ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc. This page	1,819	$2,060,726
2	R	Ryder System Inc	3,236	$853,559
3	AER	AerCap Holdings N.V.	1,921	$280,042

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,060,726	1,819	+37.7%	Shares	Other	2026-08-13
2026-03-31	$962,427	1,321	-28.0%	Shares	Other	2026-05-15
2025-12-31	$1,484,292	1,834	-4.0%	Shares	Other	2026-02-13
2025-09-30	$1,823,400	1,910	-16.3%	Shares	Other	2025-11-13
2025-06-30	$1,720,011	2,283	+0.5%	Shares	Other	2025-08-12
2025-03-31	$1,423,862	2,272	+0.9%	Shares	Other	2025-05-14
2024-12-31	$1,585,693	2,251	+16.5%	Shares	Other	2025-02-13
2024-09-30	$1,565,207	1,933	+24.5%	Shares	Other	2024-11-13
2024-06-30	$1,003,724	1,552	-7.7%	Shares	Other	2024-08-14
2024-03-31	$1,212,906	1,682	+23.1%	Shares	Other	2024-05-14
2023-12-31	$783,290	1,366	-13.4%	Shares	Sole	2024-02-09
2023-09-30	$701,530	1,578	-11.3%	Shares	Other	2023-10-17
2023-06-30	$544	1,780	+9.4%	Shares	Sole	2023-08-14
2023-03-31	$643,901	1,627	+10.9%	Shares	Sole	2023-05-15
2022-12-31	$521,401	1,467	+4.3%	Shares	Sole	2023-02-15
2022-09-30	$379,788	1,406	+9.2%	Shares	Sole	2022-11-15
2022-06-30	$312,868	1,288	-3.5%	Shares	Sole	2022-08-12
2022-03-31	$474,205	1,335	+1.1%	Shares	Sole	2022-05-13
2021-12-31	$438,955	1,321	-6.6%	Shares	Sole	2022-02-15
2021-09-30	$496,215	1,414	+18.2%	Shares	Sole	2021-11-16
2021-06-30	$381,535	1,196	+38.4%	Shares	Other	2021-08-13
2021-03-31	$284,523	864	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.