Creative One Wealth, LLC Sells in Q3 2025

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
-6.41K
- 14.47%
$33.26 - $34.01 $213K - $218K
37.9K $1.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.26K
- 31.38%
$65.64 - $78.22 $148K - $176K
4.93K $330K
JPIB
Jpmorgan International Bond Op

ETFs
-4.21K
- 18.57%
$48.32 - $49.13 $203K - $207K
18.5K $904K
SPGI
S&P Global Inc.

Financial Services
-231
- 11.3%
$484.94 - $564.15 $112K - $130K
1.81K $882K
CL
Colgate Palmolive CO

Consumer Defensive
-312
- 2.04%
$79.36 - $93.33 $24.8K - $29.1K
14.9K $1.19M
AMT
American Tower Corp

Real Estate
-617
- 24.33%
$192.32 - $232.35 $119K - $143K
1.92K $369K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-9.13K
- 14.58%
$22.45 - $23.2 $205K - $212K
53.5K $1.23M
OMFL
Invesco Exchange Traded Self I

ETFs
-3.83K
- 21.27%
$57.41 - $60.45 $220K - $231K
14.2K $854K
BUG
Global X Fds Cybersecurity ETF

ETFs
-4.2K
- 22.0%
$32.23 - $37.41 $135K - $157K
14.9K $523K
ET
Energy Transfer LP

Energy
-7.46K
- 13.41%
$17.11 - $18.16 $128K - $135K
48.2K $827K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.48K
- 14.91%
$52.39 - $53.11 $182K - $185K
19.9K $1.05M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-6.02K
- 44.21%
$32.53 - $35.69 $196K - $215K
7.6K $269K
ACHR
Archer Aviation Inc.

Industrials
-12.4K
- 33.33%
$8.25 - $13.4 $103K - $167K
24.9K $238K
DGX
Quest Diagnostics Inc

Healthcare
-1.21K
- 16.61%
N/A
6.09K $835K
T
At&T Inc.

Communication Services
-2.27K
- 1.57%
$26.94 - $29.62 $61.1K - $67.2K
142K $4.02M
CPRT
Copart Inc

Consumer Cyclical
-2.79K
- 29.05%
$44.6 - $49.97 $124K - $139K
6.82K $306K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.13K
- 3.64%
$50.45 - $50.65 $158K - $159K
82.8K $4.19M
EMN
Eastman Chemical CO

Basic Materials
-109
- 0.81%
$58.79 - $81.56 $6.41K - $8.89K
13.3K $841K
SPXC
Spx Corp

Industrials
-1.42K
- 25.88%
$168.95 - $204.31 $241K - $291K
4.08K $761K
HBAN
Huntington Bancshares Inc

Financial Services
-9.93K
- 41.32%
$15.87 - $17.88 $158K - $178K
14.1K $243K
WM
Waste Management Inc

Industrials
-508
- 9.23%
$213.88 - $237.1 $109K - $120K
4.99K $1.1M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.13K
- 36.33%
$71.6 - $76.11 $153K - $162K
3.73K $282K
THY
Toews Agility Shares Dynamic T

Technology
-6.95K
- 36.65%
$22.33 - $22.81 $155K - $158K
12K $272K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.26K
- 1.77%
$50.82 - $51.09 $166K - $166K
181K $9.26M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.49K
- 12.12%
$109.11 - $111.88 $162K - $166K
10.8K $1.2M
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
-14.8K
- 59.37%
$12.68 - $19.34 $187K - $285K
10.1K $175K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-3.42K
- 22.29%
$64.0 - $71.44 $219K - $244K
11.9K $832K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-5.07K
- 15.23%
$23.75 - $25.0 $120K - $127K
28.2K $677K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.66K
- 10.91%
$108.46 - $120.63 $505K - $562K
38K $4.52M
MSI
Motorola Solutions, Inc.

Technology
-387
- 42.9%
$408.73 - $490.3 $158K - $190K
515 $235K
CBOE
Cboe Global Markets, Inc.

Financial Services
-850
- 15.63%
$231.35 - $253.24 $197K - $215K
4.59K $1.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-642
- 16.69%
$339.37 - $366.46 $218K - $235K
3.21K $1.17M
CI
Cigna Corp

Healthcare
-197
- 11.29%
$262.23 - $334.39 $51.7K - $65.9K
1.55K $446K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-3.26K
- 15.65%
$49.55 - $52.25 $162K - $170K
17.6K $918K
VTR
Ventas, Inc.

Real Estate
-2.48K
- 38.99%
$62.76 - $69.99 $155K - $173K
3.87K $271K
JPIN
Jp Morgan Diversified Return I

ETFs
-2.79K
- 11.5%
$63.14 - $67.96 $176K - $190K
21.5K $1.43M
ROK
Rockwell Automation, Inc

Industrials
-432
- 29.03%
$328.67 - $358.52 $142K - $155K
1.06K $369K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-4.25K
- 33.55%
$33.78 - $36.74 $144K - $156K
8.41K $306K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.85K
- 21.22%
$53.81 - $57.52 $154K - $164K
10.6K $609K
USB
Us Bancorp \De\

Financial Services
-6.27K
- 10.56%
$43.94 - $50.41 $275K - $316K
53.1K $2.57M
ED
Consolidated Edison Inc

Utilities
-1.22K
- 18.13%
$95.57 - $105.36 $117K - $129K
5.51K $554K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-547
- 11.47%
$93.1 - $110.49 $50.9K - $60.4K
4.22K $393K
CTRA
Coterra Energy Inc.

Energy
-2.02K
- 5.22%
$23.09 - $25.45 $46.7K - $51.5K
36.7K $868K
MEAR
Blackrock Short Maturity Munic

ETFs
-2.28K
- 24.89%
$50.17 - $50.56 $114K - $115K
6.87K $346K
PLD
Prologis, Inc.

Real Estate
-1.69K
- 19.4%
$104.08 - $115.35 $176K - $195K
7.02K $803K
AJG
Arthur J. Gallagher & Co.

Financial Services
-289
- 16.71%
$284.17 - $319.49 $82.1K - $92.3K
1.44K $446K
BMY
Bristol Myers Squibb CO

Healthcare
-1.38K
- 3.91%
$43.31 - $48.98 $59.7K - $67.5K
33.9K $1.53M
IGOV
Ishares 1 3 International Trea

ETFs
-2.21K
- 11.28%
$41.44 - $43.19 $91.7K - $95.5K
17.4K $741K
FSK
Fs Kkr Capital Corp

Financial Services
-1.53K
- 10.87%
$14.93 - $22.48 $22.8K - $34.3K
12.5K $187K
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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