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
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-2.25K
- 22.11%
$29.18 - $31.13 $65.5K - $69.9K
7.91K $246K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1.5K
- 16.23%
$42.18 - $43.86 $63.2K - $65.7K
7.73K $339K
APD
Air Products & Chemicals, Inc.

Basic Materials
-120
- 6.83%
$265.78 - $299.3 $31.9K - $35.9K
1.64K $446K
SNY
Sanofi

Healthcare
-793
- 8.83%
$45.07 - $51.35 $35.7K - $40.7K
8.19K $386K
ARES
Ares Management Corp

Financial Services
-168
- 11.34%
$159.89 - $192.76 $26.9K - $32.4K
1.31K $210K
MAR
Marriott International Inc

Consumer Cyclical
-87
- 4.67%
$255.35 - $282.87 $22.2K - $24.6K
1.77K $462K
TTWO
Take Two Interactive Software Inc

Communication Services
-236
- 23.11%
$217.37 - $259.96 $51.3K - $61.4K
785 $202K
PGR
Progressive Corp

Financial Services
-47
- 2.79%
$238.61 - $264.3 $11.2K - $12.4K
1.64K $404K
VICI
Vici Properties Inc.

Real Estate
-1.38K
- 1.26%
$31.43 - $33.93 $43.5K - $46.9K
109K $3.54M
IGM
Ishares Expanded Tech Sector E

ETFs
-590
- 27.09%
$110.96 - $127.67 $65.5K - $75.3K
1.59K $200K
ABNB
Airbnb, Inc.

Consumer Cyclical
-122
- 4.7%
$118.3 - $142.16 $14.4K - $17.3K
2.48K $300K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.36K
- 3.35%
$137.51 - $145.26 $187K - $197K
39.2K $5.58M
SHEL
Shell PLC

Energy
-717
- 8.32%
$69.82 - $73.93 $50.1K - $53K
7.9K $565K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-6.5K
- 13.98%
$8.57 - $9.09 $55.7K - $59.1K
40K $361K
FDX
Fedex Corp

Industrials
-277
- 9.19%
$217.1 - $243.2 $60.1K - $67.4K
2.74K $645K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-1.62K
- 12.54%
$67.52 - $76.75 $110K - $125K
11.3K $848K
LUV
Southwest Airlines CO

Industrials
-651
- 1.96%
$29.06 - $37.7 $18.9K - $24.5K
32.5K $1.04M
WDAY
Workday, Inc.

Technology
-166
- 4.18%
$213.69 - $247.69 $35.5K - $41.1K
3.81K $916K
FTGC
First Trust Global Tactical CO

ETFs
-2.91K
- 9.33%
$24.67 - $26.32 $71.7K - $76.5K
28.2K $731K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.04K
- 6.59%
$27.61 - $29.15 $139K - $147K
71.4K $2.08M
PSR
Invesco Actively

ETFs
-428
- 13.79%
$89.62 - $94.13 $38.4K - $40.3K
2.68K $247K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.63K
- 2.31%
$22.9 - $23.58 $60.2K - $62K
111K $2.61M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-113
- 14.56%
$534.91 - $598.71 $60.4K - $67.7K
663 $372K
HYGV
Flexshares Tr High Yield Value

ETFs
-928
- 4.85%
$40.55 - $41.28 $37.6K - $38.3K
18.2K $749K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.31K
- 12.24%
$28.95 - $29.73 $38K - $39K
9.41K $279K
DRIV
Global X Fds Global X Autonomo

ETFs
-5.06K
- 23.26%
$23.34 - $28.35 $118K - $143K
16.7K $471K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.25K
- 11.87%
$24.46 - $26.5 $79.4K - $86K
24.1K $634K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.77K
- 15.77%
$37.04 - $40.86 $65.5K - $72.2K
9.44K $384K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.45K
- 2.7%
$22.84 - $22.95 $33.1K - $33.3K
52.2K $1.2M
AER
Aer Cap Holdings N.V.

Industrials
-336
- 15.95%
$107.25 - $124.42 $36K - $41.8K
1.77K $214K
PAA
Plains All American Pipeline LP

Energy
-888
- 6.41%
$16.88 - $18.93 $15K - $16.8K
13K $221K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-4.9K
- 0.79%
$23.8 - $24.29 $117K - $119K
615K $14.9M
BIGZ
Black Rock Innovation & Growth Trust
-4.85K
- 24.39%
N/A
15K $99K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-4.6K
- 14.11%
$8.55 - $9.1 $39.3K - $41.9K
28K $254K
CVX
Chevron Corp

Energy
-3.7K
- 8.24%
$145.57 - $161.83 $539K - $599K
41.2K $6.4M
KRE
Spdr S&P Regional Banking ETF

ETFs
-805
- 14.47%
$58.82 - $66.17 $47.4K - $53.3K
4.76K $301K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-460
- 12.89%
$79.89 - $83.25 $36.7K - $38.3K
3.11K $257K
PEG
Public Service Enterprise Group Inc

Utilities
-291
- 4.95%
$79.99 - $90.14 $23.3K - $26.2K
5.59K $466K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.35K
- 6.53%
$91.28 - $97.59 $123K - $132K
19.3K $1.85M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.36K
- 0.51%
$24.23 - $24.42 $32.9K - $33.2K
266K $6.5M
PH
Parker Hannifin Corp

Industrials
-142
- 10.25%
$697.13 - $769.67 $99K - $109K
1.24K $943K
NOK
Nokia Corp

Technology
-3.67K
- 19.99%
$4.05 - $5.23 $14.9K - $19.2K
14.7K $70K
LYG
Lloyds Banking Group PLC

Financial Services
-8.26K
- 19.18%
$4.03 - $4.63 $33.3K - $38.2K
34.8K $157K
DFAE
Dimensional ETF Tr

ETFs
-7.63K
- 9.13%
$28.84 - $31.84 $220K - $243K
75.8K $2.39M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.05K
- 2.22%
$54.21 - $57.41 $56.6K - $60K
46K $2.62M
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.05K
- 9.53%
$53.69 - $57.31 $56.5K - $60.3K
10K $573K
FLCH
Franklin Templeton ETF Tr

ETFs
-5.07K
- 19.59%
$21.55 - $26.01 $109K - $132K
20.8K $541K
PFFV
Global X Variable Rate Preferr

Technology
-1.24K
- 5.1%
$22.87 - $23.38 $28.4K - $29K
23.1K $533K
IRM
Iron Mountain Inc

Real Estate
-178
- 6.28%
$89.46 - $104.46 $15.9K - $18.6K
2.66K $270K
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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