Creative One Wealth, LLC Purchases in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
162
+ 1.3%
$13.38 - $14.14 $2.17K - $2.29K
12.6K $177K
MCHP
Microchip Technology Inc

Technology
637
+ 13.06%
$60.95 - $75.26 $38.8K - $47.9K
5.52K $354K
EBND
Spdr Bloomberg Emerging Market

ETFs
502
+ 3.38%
$20.95 - $21.57 $10.5K - $10.8K
15.3K $327K
DNP
Dnp Select Income Fund Inc

Financial Services
343
+ 1.22%
$9.65 - $10.02 $3.31K - $3.44K
28.5K $285K
OTIS
Otis Worldwide Corp

Industrials
331
+ 12.05%
$84.93 - $101.07 $28.1K - $33.5K
3.08K $281K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
157
+ 1.45%
$50.81 - $51.07 $7.98K - $8.02K
11K $561K
OPI
Office Properties Income Trust

Real Estate
25.1K
New
$0.19 - $0.88 $4.78K - $22.1K
25.1K $8K
INDY
Ishares India 50 ETF

ETFs
387
+ 10.4%
$50.9 - $54.48 $19.7K - $21.1K
4.11K $209K
EWG
Ishares Msci Germany ETF

ETFs
284
+ 5.01%
$40.75 - $43.26 $11.6K - $12.3K
5.96K $247K
HISF
First Tr Exc Traded Fd Iv High

ETFs
50
+ 0.44%
$44.31 - $45.51 $2.22K - $2.28K
11.4K $514K
PM
Philip Morris International Inc.

Consumer Defensive
4.52K
+ 12.32%
$157.77 - $183.27 $713K - $828K
41.2K $6.68M
RSG
Republic Services, Inc.

Industrials
308
+ 7.68%
$225.33 - $246.01 $69.4K - $75.8K
4.32K $990K
OKTA
Okta, Inc.

Technology
267
+ 10.27%
$88.51 - $101.1 $23.6K - $27K
2.87K $262K
Ferguson Enterprises Inc
2.05K
+ 89.49%
N/A
4.35K $0
Agriculture & Nat Sol Acq CO
20.2K
New
N/A
20.2K $0
Fidelity Covington Trust
57
+ 0.82%
N/A
6.98K $0
Fidelity Ethereum Fd
5.74K
New
N/A
5.74K $0
Zacks Trust
133K
+ 81.29%
N/A
296K $0
Advisorshares Tr
51.4K
+ 3.85%
N/A
1.39M $0
Zacks Trust
19.9K
+ 5.35%
N/A
393K $0
First Tr Exchng Traded Fd Vi
22.3K
New
N/A
22.3K $0
Tko Group Holdings Inc
29
+ 1.16%
N/A
2.53K $0
TT
Trane Technologies PLC

Industrials
32
+ 3.73%
$398.96 - $472.54 $12.8K - $15.1K
890 $375K
FLQH
Franklin Templeton Libertyq In

ETFs
3.08K
+ 4.42%
N/A
72.7K $0
Franklin Templeton ETF Tr
55.6K
+ 13.73%
N/A
461K $0
First Tr Exchng Traded Fd Vi
251K
+ 723.31%
N/A
285K $0
Ubs Ag
2.49K
+ 42.27%
N/A
8.37K $0
Zacks Trust
9.17K
New
N/A
9.17K $0
First Tr Exchng Traded Fd Vi
20K
+ 89.54%
N/A
42.3K $0
First Tr Exchng Traded Fd Vi
12.6K
+ 130.0%
N/A
22.2K $0
United Sts Nat Gas Fd LP
38.3K
+ 214.69%
N/A
56.1K $0
First Tr Exchng Traded Fd Vi
12.4K
+ 7.91%
N/A
169K $0
First Tr Exchng Traded Fd Vi
14.1K
+ 215.27%
N/A
20.6K $0
First Tr Exchng Traded Fd Vi
55.2K
+ 219.72%
N/A
80.4K $0
Ge Vernova Inc
223
+ 6.89%
N/A
3.46K $0
Exchange Traded Concepts Tru
3.84K
New
N/A
3.84K $0
Vanguard Malvern Fds
3.77K
+ 4.48%
N/A
87.9K $0
Dimensional ETF Trust
4.38K
+ 26.67%
N/A
20.8K $0
Bitmine Immersion Tecnologie
5.43K
New
N/A
5.43K $0
Capitol Ser Tr
12.2K
New
N/A
12.2K $0
Bitwise Bitcoin ETF Tr
1.77K
+ 4.78%
N/A
38.7K $0
Bitwise Ethereum ETF
1.55K
+ 14.22%
N/A
12.4K $0
Brookfield Corp
722
+ 17.17%
N/A
4.93K $0
Blackrock ETF Trust Ii
2.04K
+ 10.71%
N/A
21.1K $0
Blackrock ETF Trust Ii
25.7K
+ 6.82%
N/A
402K $0
Blackrock ETF Trust
2K
+ 2.68%
N/A
76.7K $0
Blackrock ETF Trust
26.4K
+ 4.88%
N/A
567K $0
Veralto Corp
2.07K
New
N/A
2.07K $0
Dimensional ETF Trust
2.52K
+ 15.52%
N/A
18.7K $0
Activity Summary
Buys All Purchases 598 New Holdings 124 Increased Positions 474 Sells All Sells 525 Reductions 525 Sold out 0 Options Calls 0 Puts 0
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