Creative One Wealth, LLC Reduced Holdings in Q2 2025

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
-9
- 0.19%
$79.01 - $86.61 $711 - $779
4.68K $389K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-703
- 6.2%
$22.4 - $23.8 $15.7K - $16.7K
10.6K $253K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-619
- 8.76%
$86.05 - $107.7 $53.3K - $66.7K
6.45K $694K
MGTX
Meira G Tx Holdings PLC

Healthcare
-17
- 0.05%
$4.64 - $7.26 $78.9 - $123
36.6K $238K
ADSK
Autodesk, Inc.

Technology
-37
- 3.23%
N/A
1.11K $272K
SCHO
Schwab Short Term Us Treasury

ETFs
-735
- 0.27%
$24.19 - $24.45 $17.8K - $18K
268K $6.52M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.12K
- 5.18%
$20.84 - $24.54 $23.4K - $27.6K
20.6K $504K
MOS
Mosaic CO

Basic Materials
-2.5K
- 27.7%
$22.76 - $36.95 $56.9K - $92.3K
6.52K $237K
GNRC
Generac Holdings Inc.

Industrials
-263
- 13.06%
$101.92 - $143.21 $26.8K - $37.7K
1.75K $250K
PLTK
Playtika Holding Corp.

Communication Services
-100
- 0.99%
$4.51 - $5.44 $451 - $544
10K $47K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-21
- 0.13%
$55.57 - $62.73 $1.17K - $1.32K
16.5K $1.02M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-319
- 2.14%
$7.05 - $8.02 $2.25K - $2.56K
14.6K $117K
DBAW
Xtrackers Msci All World Ex Us

ETFs
-288
- 3.83%
$31.3 - $37.09 $9.01K - $10.7K
7.24K $265K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-282
- 2.5%
$109.83 - $131.67 $31K - $37.1K
11K $1.4M
First Tr Exchng Traded Fd Vi
-20.2K
- 75.51%
N/A
6.54K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-105
- 0.75%
N/A
14K $0
First Tr Exchng Traded Fd Vi
-4.83K
- 15.2%
N/A
26.9K $0
First Tr Exchng Traded Fd Vi
-3.66K
- 13.02%
N/A
24.4K $0
Ea Series Trust
-858
- 4.02%
N/A
20.5K $0
Innovator Etfs Trust
-46
- 0.54%
N/A
8.46K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
-30.6K
- 55.68%
N/A
24.4K $0
First Tr Exchng Traded Fd Vi
-215
- 0.99%
N/A
21.4K $0
Fidelity Wise Origin Bitcoin
-5.89K
- 66.11%
N/A
3.02K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
-1.48K
- 0.76%
N/A
193K $0
Gsk PLC
-67
- 1.26%
N/A
5.23K $0
First Tr Exchng Traded Fd Vi
-693
- 1.96%
N/A
34.7K $0
FJAN
First Exc Trd Viii Cboe Vest U
-4.16K
- 3.16%
N/A
127K $0
Sila Realty Trust Inc
-598
- 3.43%
N/A
16.8K $0
BAUG
Innovator U.S. Equity Buffer E
-503
- 2.07%
N/A
23.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-11.8K
- 24.08%
N/A
37.1K $0
First Tr Exch Traded Fd Iii
-7.76K
- 35.04%
N/A
14.4K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-5.07K
- 3.86%
N/A
127K $0
Innovator Etfs Trust
-1.75K
- 8.12%
N/A
19.8K $0
PDEC
Innovator U.S. Equity Power Bu
-377
- 1.87%
N/A
19.8K $0
Arm Holdings PLC
-1.21K
- 36.21%
N/A
2.13K $0
First Tr Exchange Traded Fd
-4.36K
- 29.32%
N/A
10.5K $0
Labcorp Holdings Inc
-172
- 11.02%
N/A
1.39K $0
Ubs Ag
-197
- 3.24%
N/A
5.88K $0
Innovator Etfs Trust
-1.72K
- 13.71%
N/A
10.8K $0
Innovator Etfs Trust
-3.76K
- 27.84%
N/A
9.74K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-3.23K
- 22.95%
N/A
10.9K $0
J P Morgan Exchange Traded F
-222
- 0.45%
N/A
48.6K $0
Arista Networks Inc
-8.48K
- 22.74%
N/A
28.8K $0
Victory Portfolios Ii
-455
- 1.63%
N/A
27.4K $0
Innovator Etfs Trust
-569
- 3.25%
N/A
16.9K $0
PNOV
Innovator U.S. Equity Power Bu
-73
- 0.35%
N/A
20.8K $0
First Tr Exchng Traded Fd Vi
-533
- 5.22%
N/A
9.67K $0
Spdr Series Trust
-18.9K
- 37.14%
N/A
32K $0
United Sts Nat Gas Fd LP
-1.5K
- 7.76%
N/A
17.8K $0
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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