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
WPC
W. P. Carey Inc.

Real Estate
-579
- 15.78%
$61.29 - $68.7 $35.5K - $39.8K
3.09K $208K
ISCG
Ishares Morningstar Small Cap

ETFs
-1.6K
- 10.94%
$49.84 - $55.14 $79.9K - $88.4K
13.1K $709K
VLY
Valley National Bancorp

Financial Services
-3.94K
- 27.88%
$9.18 - $11.1 $36.1K - $43.7K
10.2K $107K
NTAP
Net App, Inc.

Technology
-365
- 17.68%
$101.1 - $126.36 $36.9K - $46.1K
1.7K $201K
FDD
First Trust Stoxx European Sel

ETFs
-1.89K
- 9.26%
$15.26 - $16.67 $28.8K - $31.4K
18.5K $298K
NTRS
Northern Trust Corp

Financial Services
-321
- 9.58%
$123.6 - $134.6 $39.7K - $43.2K
3.03K $407K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.85K
- 5.79%
$64.75 - $69.05 $120K - $128K
30.2K $2.08M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-1.84K
- 14.84%
$14.12 - $15.3 $26K - $28.2K
10.6K $160K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-438
- 4.01%
$46.86 - $48.27 $20.5K - $21.1K
10.5K $503K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-383
- 4.6%
N/A
7.94K $310K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-1.34K
- 9.97%
$25.43 - $27.31 $33.9K - $36.5K
12.1K $329K
JPUS
Jpmorgan Diversified Return Us

ETFs
-264
- 8.23%
$117.71 - $125.02 $31.1K - $33K
2.95K $364K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
-1.78K
- 3.77%
$15.99 - $17.02 $28.5K - $30.3K
45.5K $746K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-475
- 3.01%
$45.26 - $46.63 $21.5K - $22.1K
15.3K $708K
FITB
Fifth Third Bancorp

Financial Services
-1.28K
- 10.03%
$40.91 - $46.28 $52.2K - $59K
11.4K $509K
PEGA
Pegasystems Inc

Technology
-491
- 10.33%
$49.75 - $60.39 $24.4K - $29.7K
4.26K $244K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-626
- 8.53%
$48.97 - $51.59 $30.7K - $32.3K
6.71K $346K
WCN
Waste Connections, Inc.

Industrials
-3
- 0.25%
$171.32 - $191.84 $514 - $576
1.21K $213K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-344
- 10.42%
$108.03 - $117.04 $37.2K - $40.3K
2.96K $346K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-794
- 4.65%
$44.81 - $46.39 $35.6K - $36.8K
16.3K $754K
FNF
Fidelity National Financial, Inc.

Financial Services
-988
- 8.93%
$51.22 - $61.07 $50.6K - $60.3K
10.1K $609K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-903
- 9.14%
$50.7 - $54.86 $45.8K - $49.5K
8.98K $491K
BDX
Becton Dickinson & CO

Healthcare
-287
- 9.82%
$172.41 - $199.66 $49.5K - $57.3K
2.64K $493K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-256
- 1.16%
$96.22 - $98.19 $24.6K - $25.1K
21.8K $2.13M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-143
- 3.11%
$70.85 - $76.96 $10.1K - $11K
4.46K $338K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.42K
- 4.33%
$42.21 - $43.91 $59.9K - $62.3K
31.4K $1.38M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-99
- 0.5%
N/A
19.5K $1.68M
IGF
Ishares Global Infrastructure

ETFs
-339
- 4.77%
$58.29 - $61.43 $19.8K - $20.8K
6.76K $413K
BLDR
Builders First Source, Inc.

Industrials
-214
- 4.67%
$116.91 - $149.21 $25K - $31.9K
4.37K $530K
DVY
Ishares Tr

ETFs
-773
- 6.78%
$133.88 - $142.57 $103K - $110K
10.6K $1.51M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-344
- 4.66%
$45.17 - $46.89 $15.5K - $16.1K
7.04K $330K
FDN
First Tr Fd Dow Jones

ETFs
-41
- 5.05%
$264.06 - $287.34 $10.8K - $11.8K
771 $215K
IYH
Ishares Tr

ETFs
-248
- 4.32%
$54.36 - $58.96 $13.5K - $14.6K
5.49K $322K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-317
- 6.61%
$49.46 - $54.03 $15.7K - $17.1K
4.48K $234K
FDVV
Fidelity High Dividend ETF

ETFs
-419
- 7.43%
$52.42 - $55.71 $22K - $23.3K
5.22K $291K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-121
- 5.38%
$94.17 - $99.95 $11.4K - $12.1K
2.13K $212K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-438
- 3.0%
$7.98 - $8.29 $3.5K - $3.63K
14.2K $116K
Fidelity Covington Trust
-939
- 8.0%
N/A
10.8K $0
First Tr Exchng Traded Fd Vi
-3.04K
- 11.29%
N/A
23.9K $0
Blackrock Inc
-66
- 4.52%
N/A
1.4K $0
First Tr Exchng Traded Fd Vi
-9.95K
- 26.7%
N/A
27.3K $0
Innovator Etfs Trust
-226
- 1.79%
N/A
12.4K $0
Fidelity Wise Origin Bitcoin
-432
- 14.3%
N/A
2.59K $0
Ea Series Trust
-961
- 4.69%
N/A
19.5K $0
Arista Networks Inc
-678
- 2.35%
N/A
28.1K $0
STRV
Ea Ser Tr Strive 500 ETF
-778
- 3.03%
N/A
24.9K $0
Pimco ETF Tr
-111K
- 19.37%
N/A
462K $0
American Healthcare Reit Inc
-6.75K
- 46.47%
N/A
7.78K $0
Innovator Etfs Trust
-26
- 0.3%
N/A
8.5K $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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