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
CXDO
Crexendo, Inc.

Communication Services
7.23K
+ 51.61%
$5.3 - $6.99 $38.3K - $50.5K
21.2K $135K
PHO
Invesco Exchange Traded Fd Tr

ETFs
619
+ 21.37%
$69.62 - $73.99 $43.1K - $45.8K
3.52K $253K
DFAT
Dimensional ETF Tr U S Target

ETFs
245
+ 2.88%
$53.36 - $59.69 $13.1K - $14.6K
8.76K $509K
SGOL
Abrdn Gold ETF Trust

ETFs
78
+ 0.87%
$31.18 - $36.81 $2.43K - $2.87K
9.02K $332K
QLD
Proshares Ultra Qqq

ETFs
4
+ 0.16%
$115.66 - $138.31 $463 - $553
2.56K $351K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
820
+ 18.19%
$47.07 - $50.11 $38.6K - $41.1K
5.33K $265K
TPL
Texas Pacific Land Corp

Energy
80
+ 35.56%
$854.83 - $1075.97 $68.4K - $86.1K
305 $284K
ETR
Entergy Corp

Utilities
7
+ 0.15%
$80.93 - $93.55 $567 - $655
4.69K $436K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
690
+ 2.92%
$44.82 - $46.28 $30.9K - $31.9K
24.3K $1.12M
XCEM
Columbia ETF Tr Ii

ETFs
5
+ 0.02%
$33.85 - $36.86 $169 - $184
21.2K $768K
YUM
Yum Brands Inc

Consumer Cyclical
58
+ 0.62%
$139.5 - $153.94 $8.09K - $8.93K
9.4K $1.43M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
283
+ 5.41%
$58.56 - $63.63 $16.6K - $18K
5.52K $350K
VMI
Valmont Industries Inc

Industrials
1
+ 0.14%
$328.58 - $387.73 $329 - $388
693 $268K
EW
Edwards Lifesciences Corp

Healthcare
556
+ 20.65%
$73.75 - $81.83 $41K - $45.5K
3.25K $252K
EMHC
Spdr Bloomberg Emerging Market
1.12K
+ 4.78%
$24.31 - $25.33 $27.1K - $28.2K
24.4K $615K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
171
+ 0.84%
$38.1 - $40.7 $6.52K - $6.96K
20.5K $811K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
20
+ 0.76%
$148.97 - $165.88 $2.98K - $3.32K
2.65K $435K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
638
+ 3.5%
$37.98 - $39.81 $24.2K - $25.4K
18.8K $732K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.26K
+ 6.98%
$21.64 - $23.57 $27.3K - $29.8K
19.4K $425K
VOX
Vanguard Communication Service

ETFs
60
+ 3.74%
$169.0 - $192.17 $10.1K - $11.5K
1.66K $312K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.67K
+ 4.23%
$19.01 - $19.39 $31.8K - $32.5K
41.3K $796K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
84
+ 1.26%
$59.28 - $71.9 $4.98K - $6.04K
6.76K $446K
QAI
Iq Hedge Multi Strategy Compos

ETFs
297
+ 1.44%
$32.26 - $33.68 $9.58K - $10K
20.9K $701K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
1.57K
+ 13.42%
$21.34 - $21.93 $33.5K - $34.4K
13.3K $289K
VT
Vanguard Total World Stk Index

ETFs
102
+ 4.36%
$128.41 - $138.03 $13.1K - $14.1K
2.44K $336K
EXC
Exelon Corp

Utilities
485
+ 6.61%
$42.73 - $45.54 $20.7K - $22.1K
7.82K $351K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
2K
+ 5.36%
$10.18 - $10.96 $20.4K - $21.9K
39.3K $424K
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.52K
+ 23.22%
$18.74 - $23.05 $47.2K - $58.1K
13.4K $263K
FVD
First Tr Value Line Divid Inde

ETFs
45
+ 0.25%
$44.73 - $46.86 $2.01K - $2.11K
18.2K $841K
NVS
Novartis Ag

Healthcare
88
+ 3.58%
$113.5 - $129.73 $9.99K - $11.4K
2.55K $326K
BALT
Innovator Etfs Tr
270
+ 1.04%
$32.11 - $32.82 $8.67K - $8.86K
26.3K $863K
DBAW
Xtrackers Msci All World Ex Us

ETFs
200
+ 2.76%
$36.61 - $39.41 $7.32K - $7.88K
7.44K $293K
EWC
Ishares Msci Canada ETF

ETFs
165
+ 3.65%
$45.86 - $50.88 $7.57K - $8.4K
4.69K $236K
FHN
First Horizon Corp

Financial Services
363
+ 2.73%
$21.16 - $23.23 $7.68K - $8.43K
13.7K $308K
IYM
Ishares Tr

ETFs
91
+ 6.06%
$138.95 - $150.69 $12.6K - $13.7K
1.59K $236K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
619
+ 9.14%
$61.15 - $64.13 $37.9K - $39.7K
7.39K $459K
ADI
Analog Devices Inc

Technology
72
+ 6.51%
$220.68 - $255.63 $15.9K - $18.4K
1.18K $289K
IWX
Ishares Tr Russell 200 Value E

ETFs
158
+ 4.89%
$83.04 - $87.88 $13.1K - $13.9K
3.39K $297K
SYLD
Cambria Shareholder Yld ETF

ETFs
116
+ 2.73%
$63.93 - $70.45 $7.42K - $8.17K
4.37K $300K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
307
+ 2.22%
$52.75 - $54.07 $16.2K - $16.6K
14.1K $758K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
353
+ 1.32%
$28.77 - $29.79 $10.2K - $10.5K
27.1K $803K
VIS
Vanguard Industrial ETF

ETFs
31
+ 4.1%
$281.0 - $296.29 $8.71K - $9.18K
788 $233K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1
+ 0.01%
$42.43 - $45.05 $42.4 - $45.1
12.9K $568K
IYJ
Ishares Tr

ETFs
80
+ 5.12%
$142.42 - $148.18 $11.4K - $11.9K
1.64K $239K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
254
+ 3.52%
$35.87 - $41.08 $9.11K - $10.4K
7.47K $298K
FTSL
First Trust Senior Ln Fund

ETFs
311
+ 4.52%
$45.81 - $46.18 $14.2K - $14.4K
7.19K $329K
ZVIA
Zevia Pbc

Consumer Defensive
8.79K
+ 45.35%
$2.34 - $3.44 $20.6K - $30.2K
28.2K $76K
HTGC
Hercules Capital, Inc.

Financial Services
185
+ 1.33%
$18.34 - $19.53 $3.39K - $3.61K
14.1K $267K
MAPS
Wm Technology, Inc.

Technology
10K
New
$0.88 - $1.3 $8.8K - $13K
10K $12K
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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