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CreativeOne Wealth’s Sensus Healthcare SRTS Stock Holding History

CreativeOne Wealth’s Portfolio SRTS Stock Details SRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,419
Closed -$155K – 1133
2024
Q4 		$155K Buy
+22,419
New +$164K ﹤0.01% 1031

Other funds holding SRTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

CreativeOne Wealth's SRTS Position: Q1 2025 in Review

CreativeOne Wealth sold out of Sensus Healthcare (SRTS) in Q1 2025, closing a stake of 22,419 shares — an estimated $155K sold.

CreativeOne Wealth first reported a position in SRTS in Q4 2024 and held it in 1 quarter. The position peaked at $155K in Q4 2024. 53 funds tracked by Wall St. Rank hold SRTS as of Q1 2025.

  • CreativeOne Wealth reported no remaining Sensus Healthcare position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 22,419 Sensus Healthcare shares in Q1 2025, an estimated $155K.
  • CreativeOne Wealth first reported a position in Sensus Healthcare in Q4 2024 and held it in 1 quarter.
  • CreativeOne Wealth's Sensus Healthcare position peaked at $155K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Sensus Healthcare as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.