CreativeOne Wealth’s Assurant AIZ Stock Holding History

CreativeOne Wealth’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$319K	Buy	1,186 +254	+27%	+$61.9K	0.01%	963
2026 Q1	$203K	Buy	+932	New	+$212K	﹤0.01%	1127

Other funds holding AIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CreativeOne Wealth's AIZ Position: Q2 2026 in Review

CreativeOne Wealth increased its Assurant (AIZ) stake by 27% in Q2 2026, buying an estimated $61.9K and bringing the position to 1,186 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #963.

CreativeOne Wealth first reported a position in AIZ in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

CreativeOne Wealth held 1,186 shares of Assurant worth $319K as of Q2 2026.
CreativeOne Wealth bought 254 Assurant shares in Q2 2026, an estimated $61.9K.
Assurant made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #963 holding.
CreativeOne Wealth first reported a position in Assurant in Q1 2026 and has held it in 2 quarters since.
613 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.