Creative One Wealth, LLC Reduced Holdings in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.55K
- 8.28%
$54.31 - $61.04 $84.2K - $94.6K
17.2K $1.05M
LYG
Lloyds Banking Group PLC

Financial Services
-580
- 1.33%
$2.73 - $3.17 $1.58K - $1.84K
43K $133K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-343
- 0.93%
$26.96 - $28.34 $9.25K - $9.72K
36.4K $1.03M
DVYE
Ishares Emerging Markets Divid

ETFs
-178
- 1.26%
$25.71 - $29.05 $4.58K - $5.17K
13.9K $399K
BHK
Blackrock Core Bond Trust

Financial Services
-550
- 3.17%
$10.55 - $12.06 $5.8K - $6.63K
16.8K $202K
JHMM
John Hancock Multifactor Mid C

ETFs
-18
- 0.43%
$54.25 - $60.2 $977 - $1.08K
4.19K $252K
AVB
Avalonbay Communities Inc

Real Estate
-18
- 1.17%
$200.95 - $234.65 $3.62K - $4.22K
1.52K $342K
CAH
Cardinal Health Inc

Healthcare
-207
- 5.36%
$93.74 - $114.66 $19.4K - $23.7K
3.65K $403K
CHTR
Charter Communications, Inc.

Communication Services
-5
- 0.41%
$290.56 - $383.07 $1.45K - $1.92K
1.21K $391K
CVS
Cvs Health Corp

Healthcare
-23
- 0.28%
$55.81 - $63.18 $1.28K - $1.45K
8.16K $512K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-6.43K
- 1.58%
$28.75 - $29.46 $185K - $189K
400K $11.8M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-167
- 0.52%
$36.89 - $39.25 $6.16K - $6.55K
32.2K $1.26M
SHOP
Shopify Inc.

Technology
-646
- 10.26%
$52.26 - $80.75 $33.8K - $52.2K
5.65K $452K
FLCH
Franklin Templeton ETF Tr

ETFs
-4.9K
- 12.09%
$15.81 - $20.11 $77.4K - $98.5K
35.6K $715K
VTR
Ventas, Inc.

Real Estate
-102
- 2.6%
$50.88 - $65.33 $5.19K - $6.66K
3.82K $245K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-6
- 0.04%
$56.29 - $62.74 $338 - $376
14.6K $918K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-628
- 14.14%
$80.44 - $110.41 $50.5K - $69.3K
3.81K $421K
ALTL
Pacer Lunt Large Cap Altenator

Technology
-43
- 0.21%
$34.35 - $38.22 $1.48K - $1.64K
20.3K $773K
ICF
Ishares Tr

ETFs
-303
- 2.63%
$56.77 - $67.33 $17.2K - $20.4K
11.2K $739K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-83
- 1.18%
$53.53 - $71.86 $4.44K - $5.96K
6.97K $489K
DVY
Ishares Tr

ETFs
-126
- 1.5%
$119.99 - $135.74 $15.1K - $17.1K
8.29K $1.12M
NOC
Northrop Grumman Corp

Industrials
-304
- 9.54%
$423.73 - $533.14 $129K - $162K
2.88K $1.52M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-472
- 1.85%
$64.57 - $71.76 $30.5K - $33.9K
25.1K $1.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.76K
- 2.11%
$26.69 - $29.87 $73.5K - $82.3K
128K $3.72M
KO
Coca Cola CO

Consumer Defensive
-552
- 1.23%
$62.69 - $73.01 $34.6K - $40.3K
44.3K $3.19M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-1.34K
- 2.08%
$144.27 - $157.55 $193K - $210K
63K $9.92M
DE
Deere & CO

Industrials
-46
- 0.43%
$344.84 - $418.0 $15.9K - $19.2K
10.6K $4.42M
AXP
American Express CO

Financial Services
-103
- 0.85%
$225.92 - $271.17 $23.3K - $27.9K
12K $3.25M
BIBL
Northern Lts Fd Tr Iv

ETFs
-4.8K
- 1.88%
$36.61 - $40.67 $176K - $195K
250K $10.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.15K
- 4.29%
$83.76 - $91.82 $515K - $564K
137K $12.5M
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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