Creative One Wealth, LLC Incresed Positions in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EWC
Ishares Msci Canada ETF

ETFs
165
+ 3.65%
$45.86 - $50.88 $7.57K - $8.4K
4.69K $236K
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
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
ADI
Analog Devices Inc

Technology
72
+ 6.51%
$220.68 - $255.63 $15.9K - $18.4K
1.18K $289K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
619
+ 9.14%
$61.15 - $64.13 $37.9K - $39.7K
7.39K $459K
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
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
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
OTIS
Otis Worldwide Corp

Industrials
331
+ 12.05%
$84.93 - $101.07 $28.1K - $33.5K
3.08K $281K
DNP
Dnp Select Income Fund Inc

Financial Services
343
+ 1.22%
$9.65 - $10.02 $3.31K - $3.44K
28.5K $285K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
157
+ 1.45%
$50.81 - $51.07 $7.98K - $8.02K
11K $561K
HISF
First Tr Exc Traded Fd Iv High

ETFs
50
+ 0.44%
$44.31 - $45.51 $2.22K - $2.28K
11.4K $514K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
82
+ 0.92%
$41.55 - $42.82 $3.41K - $3.51K
9K $383K
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
OKTA
Okta, Inc.

Technology
267
+ 10.27%
$88.51 - $101.1 $23.6K - $27K
2.87K $262K
RSG
Republic Services, Inc.

Industrials
308
+ 7.68%
$225.33 - $246.01 $69.4K - $75.8K
4.32K $990K
PM
Philip Morris International Inc.

Consumer Defensive
4.52K
+ 12.32%
$157.77 - $183.27 $713K - $828K
41.2K $6.68M
Blackrock ETF Trust
26.4K
+ 4.88%
N/A
567K $0
Simplify Exchange Traded Fun
99.2K
+ 171.38%
N/A
157K $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
Ubs Ag
2.49K
+ 42.27%
N/A
8.37K $0
Zacks Trust
133K
+ 81.29%
N/A
296K $0
Fidelity Covington Trust
57
+ 0.82%
N/A
6.98K $0
First Tr Exchng Traded Fd Vi
12.4K
+ 7.91%
N/A
169K $0
First Tr Exchng Traded Fd Vi
12.6K
+ 130.0%
N/A
22.2K $0
First Tr Exchng Traded Fd Vi
20K
+ 89.54%
N/A
42.3K $0
First Tr Exchng Traded Fd Vi
251K
+ 723.31%
N/A
285K $0
Franklin Templeton ETF Tr
55.6K
+ 13.73%
N/A
461K $0
FLQH
Franklin Templeton Libertyq In

ETFs
3.08K
+ 4.42%
N/A
72.7K $0
Ge Vernova Inc
223
+ 6.89%
N/A
3.46K $0
Global X Fds
1.51K
+ 10.18%
N/A
16.3K $0
Grayscale Bitcoin Mini Tr Et
10.9K
+ 127.4%
N/A
19.4K $0
Gsk PLC
1.46K
+ 27.81%
N/A
6.69K $0
Vanguard Instl Index Fd
43.3K
+ 273.58%
N/A
59.1K $0
Ferguson Enterprises Inc
2.05K
+ 89.49%
N/A
4.35K $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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