Creative One Wealth, LLC Incresed Positions in Q2 2025

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
24.3K
+ 40.63%
N/A
84.2K $0
JGRO
J P Morgan Exchange Traded Fd
8.95K
+ 14.38%
N/A
71.2K $0
J P Morgan Exchange Traded F
9.58K
+ 4.43%
N/A
226K $0
Global X Fds
3.33K
+ 28.88%
N/A
14.8K $0
OAIM
Unified Ser Tr Oneascent Intl
6.04K
+ 2.9%
N/A
214K $0
Listed Fds Tr
2.23K
+ 18.88%
N/A
14K $0
Blackrock ETF Trust
523K
+ 2866.37%
N/A
541K $0
Blackrock ETF Trust Ii
16.6K
+ 4.61%
N/A
376K $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.65K
+ 11.79%
N/A
15.7K $0
Pimco ETF Tr
36.9K
+ 6.87%
N/A
573K $0
Tko Group Holdings Inc
73
+ 3.0%
N/A
2.5K $0
First Tr Exchng Traded Fd Vi
4.67K
+ 40.07%
N/A
16.3K $0
Root Inc
3.78K
+ 20.21%
N/A
22.5K $0
Zacks Trust
45.1K
+ 13.77%
N/A
373K $0
Zacks Trust
6.31K
+ 4.02%
N/A
163K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
7.66K
+ 29.46%
N/A
33.6K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
4.09K
+ 33.35%
N/A
16.3K $0
Simplify Exchange Traded Fun
1.8K
+ 6.04%
N/A
31.6K $0
BUCK
Simplify Exchange Traded Fds S
110K
+ 772.43%
N/A
125K $0
First Tr Exchng Traded Fd Vi
718
+ 0.46%
N/A
156K $0
First Tr Exchng Traded Fd Vi
38
+ 0.17%
N/A
22.3K $0
Ge Vernova Inc
537
+ 19.88%
N/A
3.24K $0
Tnf Pharmaceuticals Inc
18K
+ 78.26%
N/A
41K $0
Ge Healthcare Technologies I
152
+ 5.17%
N/A
3.09K $0
First Tr Exchng Traded Fd Vi
3.31K
+ 13.55%
N/A
27.7K $0
Neos ETF Trust
58.1K
+ 1.83%
N/A
3.23M $0
Niocorp Devs LTD
68.6K
+ 228.86%
N/A
98.6K $0
T Rowe Price ETF Inc
167
+ 1.98%
N/A
8.61K $0
Strategy Shs
10.9K
+ 4.17%
N/A
274K $0
Franklin Templeton ETF Tr
51K
+ 14.42%
N/A
405K $0
Strategy Shs
77.8K
+ 5.92%
N/A
1.39M $0
FLQH
Franklin Templeton Libertyq In

ETFs
4.02K
+ 6.12%
N/A
69.7K $0
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
156
+ 1.35%
$20.13 - $22.17 $3.14K - $3.46K
11.7K $253K
AIG
American International Group, Inc.

Financial Services
69
+ 1.24%
$77.56 - $87.72 $5.35K - $6.05K
5.62K $480K
BBDC
Barings Bdc, Inc.

Financial Services
1.13K
+ 3.36%
$7.89 - $9.51 $8.91K - $10.7K
34.7K $317K
AGNC
Agnc Investment Corp.

Real Estate
114
+ 0.82%
$8.12 - $9.49 $926 - $1.08K
14.1K $129K
AZN
Astrazeneca PLC

Healthcare
183
+ 3.4%
$64.87 - $75.0 $11.9K - $13.7K
5.56K $388K
ACGL
Arch Capital Group Ltd.

Financial Services
70
+ 2.85%
$84.99 - $96.82 $5.95K - $6.78K
2.53K $229K
INTC
Intel Corp

Technology
250
+ 0.57%
$18.13 - $22.69 $4.53K - $5.67K
44.3K $992K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
587
+ 2.14%
$68.13 - $74.77 $40K - $43.9K
28K $2.04M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
162
+ 1.32%
$13.05 - $14.45 $2.11K - $2.34K
12.4K $166K
PAXS
Pimco Access Income Fund

Financial Services
115
+ 0.91%
$14.15 - $16.12 $1.63K - $1.85K
12.8K $193K
PPL
Ppl Corp

Utilities
359
+ 3.44%
$33.45 - $36.5 $12K - $13.1K
10.8K $365K
LEN
Lennar Corp

Consumer Cyclical
51
+ 1.11%
$102.76 - $115.66 $5.24K - $5.9K
4.66K $515K
CPT
Camden Property Trust

Real Estate
4
+ 0.23%
$106.53 - $122.8 $426 - $491
1.78K $200K
TLRY
Tilray Brands, Inc.

Healthcare
3.3K
+ 4.44%
$0.36 - $0.65 $1.19K - $2.15K
77.7K $31K
WU
Western Union CO

Financial Services
358
+ 2.98%
$8.37 - $10.63 $3K - $3.81K
12.4K $104K
PAA
Plains All American Pipeline LP

Energy
12
+ 0.09%
$16.03 - $20.28 $192 - $243
13.9K $253K
FANG
Diamondback Energy, Inc.

Energy
1.96K
+ 15.0%
$119.25 - $161.49 $234K - $317K
15K $2.07M
Activity Summary
Buys All Purchases 727 New Holdings 148 Increased Positions 579 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
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