Creative One Wealth, LLC New Holdings in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWK
Invesco Exchange Traded Fd Tr

ETFs
5.57K
New
$107.13 - $116.56 $597K - $649K
5.57K $648K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.24K
New
$111.9 - $124.28 $586K - $651K
5.24K $647K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
46K
New
$12.63 - $13.72 $581K - $632K
46K $621K
GPC
Genuine Parts CO

Consumer Cyclical
4.44K
New
$131.04 - $147.11 $582K - $653K
4.44K $620K
BLDR
Builders First Source, Inc.

Industrials
3.11K
New
$132.6 - $201.83 $412K - $628K
3.11K $602K
MARB
First Tr Exchange Traded Fd Ii

ETFs
30K
New
$19.66 - $20.13 $590K - $604K
30K $593K
SYLD
Cambria Shareholder Yld ETF

ETFs
8.08K
New
$66.68 - $72.81 $539K - $589K
8.08K $584K
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.46K
New
$57.22 - $80.08 $427K - $597K
7.46K $582K
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.53K
New
$59.5 - $67.14 $508K - $573K
8.53K $564K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.19K
New
$236.42 - $259.82 $518K - $570K
2.19K $564K
GTO
Invesco Actively Managed ETF T

ETFs
11.4K
New
$46.22 - $48.77 $526K - $555K
11.4K $549K
IRDM
Iridium Communications Inc.

Communication Services
17.7K
New
$25.17 - $31.03 $445K - $549K
17.7K $538K
FLEX
Flex Ltd.

Technology
16.1K
New
$28.1 - $34.0 $451K - $546K
16.1K $536K
DFIP
Dimensional ETF Tr Inflation P

ETFs
12.6K
New
$40.69 - $42.46 $513K - $536K
12.6K $533K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
11.4K
New
$43.73 - $46.29 $499K - $528K
11.4K $526K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
11.2K
New
$42.72 - $47.0 $478K - $526K
11.2K $526K
AVDE
American Centy ETF Tr Avantis

ETFs
7.82K
New
$60.09 - $67.67 $470K - $529K
7.82K $524K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.89K
New
$72.18 - $107.33 $353K - $524K
4.89K $518K
FVD
First Tr Value Line Divid Inde

ETFs
11.2K
New
$40.45 - $45.49 $454K - $510K
11.2K $510K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.3K
New
$24.86 - $26.33 $456K - $483K
18.3K $479K
BP
Bp PLC

Energy
15.1K
New
$30.78 - $37.05 $466K - $561K
15.1K $475K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
20.7K
New
$20.82 - $22.27 $431K - $461K
20.7K $461K
AEE
Ameren Corp

Utilities
5.23K
New
$70.45 - $87.46 $369K - $458K
5.23K $457K
INCY
Incyte Corp

Healthcare
6.92K
New
$57.33 - $68.61 $396K - $474K
6.92K $457K
FTGC
First Trust Global Tactical CO

ETFs
19.2K
New
$22.3 - $24.39 $428K - $468K
19.2K $454K
IWX
Ishares Tr Russell 200 Value E

ETFs
5.58K
New
$74.49 - $81.27 $415K - $453K
5.58K $453K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.52K
New
$98.97 - $99.59 $448K - $451K
4.52K $450K
IYJ
Ishares Tr

ETFs
3.35K
New
$118.32 - $133.67 $396K - $448K
3.35K $447K
UPRO
Proshares Trust Proshares Ultr

ETFs
5.19K
New
$64.53 - $86.19 $335K - $448K
5.19K $447K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.95K
New
$82.41 - $92.06 $408K - $455K
4.95K $446K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
17.9K
New
$21.72 - $25.05 $390K - $449K
17.9K $439K
EPI
Wisdomtree Tr India Earnings F

ETFs
8.47K
New
$47.41 - $50.82 $401K - $430K
8.47K $427K
WRB
Berkley W R Corp

Financial Services
7.22K
New
$51.54 - $79.62 $372K - $575K
7.22K $409K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.88K
New
$54.38 - $59.77 $374K - $411K
6.88K $407K
LNG
Cheniere Energy, Inc.

Energy
2.25K
New
$172.24 - $186.09 $388K - $419K
2.25K $404K
CROX
Crocs, Inc.

Consumer Cyclical
2.76K
New
$121.05 - $147.9 $334K - $408K
2.76K $399K
URA
Global X Uranium ETF

ETFs
13.9K
New
$23.18 - $31.26 $323K - $435K
13.9K $398K
EIX
Edison International

Utilities
4.53K
New
$71.19 - $87.72 $322K - $397K
4.53K $394K
IBB
Ishares Biotechnology ETF

ETFs
2.7K
New
$135.09 - $149.47 $364K - $403K
2.7K $392K
MAYZ
Listed Fds Tr Trueshares Struc
12.7K
New
$27.81 - $30.17 $352K - $382K
12.7K $381K
AME
Ametek Inc

Industrials
2.17K
New
$152.74 - $176.01 $331K - $382K
2.17K $372K
BBDC
Barings Bdc, Inc.

Financial Services
37.2K
New
$9.28 - $10.19 $346K - $379K
37.2K $365K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
6.86K
New
$51.45 - $52.96 $353K - $363K
6.86K $362K
OMC
Omnicom Group Inc.

Communication Services
3.51K
New
$87.69 - $103.9 $308K - $364K
3.51K $362K
AIQ
Global X Funds Global X Artifi

ETFs
9.68K
New
$31.85 - $37.36 $308K - $362K
9.68K $359K
IRM
Iron Mountain Inc

Real Estate
3.01K
New
$89.69 - $119.32 $270K - $359K
3.01K $357K
HISF
First Tr Exc Traded Fd Iv High

ETFs
7.77K
New
$43.64 - $45.8 $339K - $356K
7.77K $353K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
7.73K
New
$29.24 - $45.37 $226K - $351K
7.73K $348K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.3K
New
$50.02 - $54.5 $315K - $343K
6.3K $343K
Activity Summary
Buys All Purchases 805 New Holdings 229 Increased Positions 576 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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