Creative One Wealth, LLC Reduced Holdings in Q4 2024

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIW
First Trust Water ETF

ETFs
-52
- 1.79%
$102.02 - $110.91 $5.31K - $5.77K
2.86K $291K
EXC
Exelon Corp

Utilities
-206
- 3.12%
$36.22 - $40.97 $7.46K - $8.44K
6.39K $240K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-431
- 8.0%
$49.74 - $50.43 $21.4K - $21.7K
4.96K $247K
UPRO
Proshares Trust Proshares Ultr

ETFs
-422
- 8.13%
$82.66 - $99.48 $34.9K - $42K
4.77K $422K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.06K
- 4.13%
$36.63 - $37.8 $38.7K - $39.9K
24.5K $918K
MATX
Matson, Inc.

Industrials
-40
- 1.68%
$131.18 - $167.37 $5.25K - $6.69K
2.34K $315K
LRGF
Ishares Tr

ETFs
-676
- 6.18%
$58.25 - $63.26 $39.4K - $42.8K
10.3K $619K
ABNB
Airbnb, Inc.

Consumer Cyclical
-265
- 10.3%
$125.36 - $147.37 $33.2K - $39.1K
2.31K $303K
MBBB
Vaneck Moodys Analytics Bbb CO

ETFs
-550
- 5.21%
$21.15 - $22.07 $11.6K - $12.1K
10K $211K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-212
- 4.29%
$89.01 - $96.24 $18.9K - $20.4K
4.74K $425K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.08K
- 1.82%
$17.93 - $18.8 $37.2K - $39K
112K $2.04M
ETSY
Etsy Inc

Consumer Cyclical
-79
- 1.85%
$47.48 - $61.61 $3.75K - $4.87K
4.2K $222K
ISCG
Ishares Morningstar Small Cap

ETFs
-416
- 3.17%
$48.22 - $54.03 $20.1K - $22.5K
12.7K $629K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-171
- 6.69%
$180.39 - $205.43 $30.8K - $35.1K
2.39K $452K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-106
- 1.54%
$57.38 - $61.11 $6.08K - $6.48K
6.77K $395K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-13
- 0.46%
$185.87 - $204.12 $2.42K - $2.65K
2.81K $529K
PFFV
Global X Variable Rate Preferr

Technology
-62
- 0.36%
$23.57 - $24.48 $1.46K - $1.52K
17.2K $404K
MLPA
Global X Mlp ETF

ETFs
-343
- 6.49%
$47.44 - $52.61 $16.3K - $18K
4.94K $244K
MSCI
Msci Inc.

Financial Services
-125
- 3.07%
$569.09 - $635.99 $71.1K - $79.5K
3.95K $2.37M
CFFN
Capitol Federal Financial, Inc.

Financial Services
-1.08K
- 7.21%
$5.54 - $7.18 $5.97K - $7.73K
13.9K $81K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-1.14K
- 8.41%
$1.07 - $1.47 $1.21K - $1.67K
12.4K $13K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-62
- 3.23%
$118.0 - $127.04 $7.32K - $7.88K
1.86K $225K
STLD
Steel Dynamics Inc

Basic Materials
-39
- 1.87%
N/A
2.05K $201K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-5.54K
- 1.94%
$24.94 - $25.74 $138K - $143K
280K $7.15M
BMY
Bristol Myers Squibb CO

Healthcare
-2.91K
- 8.65%
$51.92 - $59.94 $151K - $175K
30.8K $1.74M
Innovator Etfs Trust
-4.17K
- 24.52%
N/A
12.8K $0
First Tr Exchng Traded Fd Vi
-14.9K
- 52.8%
N/A
13.3K $0
Ea Series Trust
-526
- 3.5%
N/A
14.5K $0
Bunge Global Sa
-48
- 1.08%
N/A
4.39K $0
First Tr Exchng Traded Fd Vi
-92
- 1.08%
N/A
8.45K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-162K
- 85.16%
N/A
28.2K $0
First Tr Exchng Traded Fd Vi
-184
- 1.21%
N/A
15.1K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-75
- 0.68%
N/A
10.9K $0
Crane Company
-112
- 1.46%
N/A
7.59K $0
Capitol Ser Tr
-104
- 1.18%
N/A
8.72K $0
EBIZ
Global X Fds E Comm ETF (De)
-1.73K
- 17.25%
N/A
8.27K $0
United Sts Nat Gas Fd LP
-5.65K
- 8.34%
N/A
62.1K $0
Schwab Charles Family Fd
-50K
- 18.78%
N/A
216K $0
Healthcare Rlty Tr
-544
- 4.63%
N/A
11.2K $0
Amplify ETF Tr
-1.73K
- 5.73%
N/A
28.5K $0
FJAN
First Exc Trd Viii Cboe Vest U
-3.58K
- 29.37%
N/A
8.6K $0
PDEC
Innovator U.S. Equity Power Bu
-627
- 2.95%
N/A
20.6K $0
HIGH
Simplify Exchange Traded Fds E
-10.2K
- 12.97%
N/A
68.1K $0
American Healthcare Reit Inc
-5.28K
- 27.6%
N/A
13.9K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-7.26K
- 27.74%
N/A
18.9K $0
Linde PLC
-2.6K
- 83.65%
N/A
508 $0
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-63
- 0.83%
$42.26 - $43.93 $2.66K - $2.77K
7.53K $325K
CGGR
Capital Group Growth ETF Shs C

ETFs
-376
- 5.46%
$34.49 - $39.24 $13K - $14.8K
6.51K $242K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-5
- 0.07%
$33.03 - $34.15 $165 - $171
6.96K $235K
Activity Summary
Buys All Purchases 754 New Holdings 182 Increased Positions 572 Sells All Sells 286 Reductions 286 Sold out 0 Options Calls 0 Puts 0
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