CreativeOne Wealth’s SelectQuote SLQT Stock Holding History

CreativeOne Wealth’s Portfolio SLQT Stock Details SLQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.5K	Hold	43,678	–	–	﹤0.01%	1168
2025 Q4	$61.6K	Hold	43,678	–	–	﹤0.01%	1159
2025 Q3	$85.6K	Sell	43,678 -30,000	-41%	-$63.5K	﹤0.01%	1133
2025 Q2	$175K	Hold	73,678	–	–	﹤0.01%	1073
2025 Q1	$246K	Hold	73,678	–	–	0.01%	931
2024 Q4	$274K	Sell	73,678 -27,355	-27%	-$69.8K	0.01%	915
2024 Q3	$219K	Hold	101,033	–	–	0.01%	876
2024 Q2	$279K	Hold	101,033	–	–	0.01%	638
2024 Q1	$202K	Sell	101,033 -1,125	-1%	-$1.68K	0.01%	838
2023 Q4	$140K	Buy	102,158 +26,000	+34%	+$33.9K	0.01%	605
2023 Q3	$89K	Hold	76,158	–	–	0.01%	554
2023 Q2	$149K	Buy	76,158 +56,495	+287%	+$95.1K	0.01%	802
2023 Q1	$43K	Hold	19,663	–	–	﹤0.01%	783
2022 Q4	$13K	Sell	19,663 -1,035	-5%	-$678	﹤0.01%	730
2022 Q3	$15K	Buy	20,698 +560	+3%	+$930	﹤0.01%	692
2022 Q2	$50K	Buy	20,138 +1,820	+10%	+$4.67K	﹤0.01%	704
2022 Q1	$51K	Buy	18,318 +4,093	+29%	+$19.7K	﹤0.01%	727
2021 Q4	$129K	Sell	14,225 -575	-4%	-$6.3K	0.01%	734
2021 Q3	$191K	Buy	+14,800	New	+$223K	0.01%	671
2021 Q2	–	Sell	-7,221	Closed	-$213K	–	692
2021 Q1	$213K	Buy	+7,221	New	+$189K	0.02%	527

Other funds holding SLQT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Occam Crest Management Darien, Connecticut $161M AUM

Diametric Capital Boston, Massachusetts $382M AUM 31.69% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return