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
Super Micro Computer Inc
-383
- 2.14%
N/A
17.5K $0
JPHY
Jp Morgan High Yield Research

ETFs
-14.4K
- 32.12%
N/A
30.4K $0
Wisdomtree Tr
-8.14K
- 29.65%
N/A
19.3K $0
Advisorshares Tr
-10.8K
- 0.81%
N/A
1.33M $0
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-3.5K
- 8.57%
$8.65 - $10.52 $30.3K - $36.8K
37.3K $392K
CMI
Cummins Inc

Industrials
-48
- 3.79%
$267.12 - $336.65 $12.8K - $16.2K
1.22K $399K
NGD
New Gold Inc.

Basic Materials
-4.8K
- 20.9%
$2.98 - $4.95 $14.3K - $23.7K
18.2K $89K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-9
- 0.13%
$53.93 - $61.5 $485 - $554
6.67K $409K
UFPT
Ufp Technologies Inc

Healthcare
-141
- 14.03%
$186.83 - $253.3 $26.3K - $35.7K
864 $210K
XBAP
Innovator ETF Tr Us Equity Acc
-223
- 2.41%
$32.27 - $36.74 $7.2K - $8.19K
9.03K $331K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-338
- 9.29%
$86.12 - $108.35 $29.1K - $36.6K
3.3K $357K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-282
- 4.28%
$38.3 - $44.42 $10.8K - $12.5K
6.3K $279K
BAR
Granite Shares Gold Trust

ETFs
-9
- 0.13%
$29.34 - $33.87 $264 - $305
7.02K $229K
IEV
Ishares Tr Europe ETF

ETFs
-333
- 4.9%
$51.8 - $64.59 $17.2K - $21.5K
6.46K $408K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-222
- 11.72%
$201.28 - $266.34 $44.7K - $59.1K
1.67K $445K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-408
- 3.34%
$37.24 - $41.76 $15.2K - $17K
11.8K $493K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-817
- 3.51%
$21.21 - $23.5 $17.3K - $19.2K
22.5K $527K
UTG
Reaves Utility Income Fund

Financial Services
-5.86K
- 9.29%
$29.08 - $36.18 $170K - $212K
57.2K $2.07M
XLI
Industrial Sector Spdr

ETFs
-1.93K
- 10.49%
$116.42 - $147.52 $224K - $284K
16.4K $2.42M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-25
- 0.34%
$38.86 - $45.19 $972 - $1.13K
7.39K $333K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-39
- 1.79%
$97.68 - $121.38 $3.81K - $4.73K
2.14K $260K
NVS
Novartis Ag

Healthcare
-20
- 0.81%
$101.96 - $121.01 $2.04K - $2.42K
2.46K $297K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-64
- 0.69%
$36.09 - $42.2 $2.31K - $2.7K
9.23K $389K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1
- 0.02%
$103.88 - $123.68 $104 - $124
5.67K $700K
IRM
Iron Mountain Inc

Real Estate
-286
- 9.17%
$76.93 - $105.25 $22K - $30.1K
2.83K $290K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-57
- 0.77%
$41.56 - $49.04 $2.37K - $2.8K
7.34K $359K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-41
- 0.54%
$38.5 - $45.45 $1.58K - $1.86K
7.6K $345K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-48
- 0.57%
$34.94 - $41.25 $1.68K - $1.98K
8.35K $344K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-55
- 0.68%
$38.32 - $45.16 $2.11K - $2.48K
8.07K $364K
CSGS
Csg Systems International Inc

Technology
-237
- 2.85%
$56.51 - $66.33 $13.4K - $15.7K
8.09K $528K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-77
- 0.52%
$20.42 - $25.3 $1.57K - $1.95K
14.8K $374K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.51K
- 7.44%
$60.34 - $74.89 $90.9K - $113K
18.7K $1.4M
LRGF
Ishares Tr

ETFs
-407
- 4.74%
$51.37 - $64.13 $20.9K - $26.1K
8.18K $524K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-38
- 0.51%
$39.61 - $47.13 $1.51K - $1.79K
7.46K $351K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-47
- 0.54%
$42.58 - $50.22 $2K - $2.36K
8.58K $431K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-157
- 2.61%
$59.98 - $74.92 $9.42K - $11.8K
5.87K $436K
NOCT
Innovator Growth 100 Power Buf

ETFs
-1.15K
- 5.87%
$46.13 - $54.5 $52.8K - $62.4K
18.4K $1M
IWM
Ishares Russell 2000 ETF

ETFs
-1.55K
- 6.89%
$174.82 - $215.79 $270K - $334K
20.9K $4.51M
TWLO
Twilio Inc

Communication Services
-450
- 13.47%
$81.34 - $124.36 $36.6K - $56K
2.89K $359K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-416
- 0.16%
$24.54 - $25.07 $10.2K - $10.4K
258K $6.46M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-342
- 2.96%
$29.41 - $37.21 $10.1K - $12.7K
11.2K $417K
NEM
Newmont Corp

Basic Materials
-265
- 5.18%
$44.18 - $59.46 $11.7K - $15.8K
4.85K $282K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-110
- 0.6%
$32.61 - $38.62 $3.59K - $4.25K
18.2K $693K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-405
- 1.42%
$25.77 - $30.14 $10.4K - $12.2K
28.2K $849K
ONON
On Holding Ag

Consumer Cyclical
-1.65K
- 10.33%
$37.65 - $60.68 $62.1K - $100K
14.3K $745K
MILN
Global X Funds Global X Millen

ETFs
-2.63K
- 8.71%
$38.03 - $48.8 $99.9K - $128K
27.5K $1.34M
IRDM
Iridium Communications Inc.

Communication Services
-91
- 0.55%
$21.57 - $30.17 $1.96K - $2.75K
16.5K $497K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-728
- 1.84%
$29.52 - $35.31 $21.5K - $25.7K
38.9K $1.37M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.35K
- 11.45%
$82.51 - $109.2 $112K - $148K
10.5K $1.14M
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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