Creative One Wealth, LLC Sells in Q1 2025

Creative One Wealth, LLC

  • $2.98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
-1.66K
- 15.97%
$225.82 - $266.54 $375K - $443K
8.75K $2.32M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.81K
- 8.76%
$48.43 - $49.9 $136K - $140K
29.3K $1.46M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
-3.94K
- 25.48%
$21.6 - $23.19 $85.1K - $91.4K
11.5K $254K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.54K
- 4.61%
$77.7 - $78.94 $120K - $121K
31.8K $2.51M
PSTG
Pure Storage, Inc.

Technology
-118
- 2.39%
$44.27 - $72.37 $5.22K - $8.54K
4.82K $213K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.3K
- 2.97%
$35.54 - $37.44 $46.1K - $48.5K
42.4K $1.52M
VRRM
Verra Mobility Corp

Industrials
-1.33K
- 3.82%
$19.76 - $26.87 $26.2K - $35.7K
33.4K $751K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-4.78K
- 18.88%
$18.12 - $19.21 $86.7K - $91.9K
20.5K $374K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-10.5K
- 21.44%
$8.11 - $8.58 $84.7K - $89.7K
38.3K $311K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-3.28K
- 12.35%
$21.79 - $23.09 $71.5K - $75.7K
23.3K $509K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.28K
- 12.89%
$42.18 - $45.16 $96.1K - $103K
15.4K $681K
EMTL
Spdr Doubleline Emerging Marke

ETFs
-2.07K
- 29.6%
$42.13 - $43.1 $87.1K - $89.1K
4.92K $211K
GM
General Motors CO

Consumer Cyclical
-69
- 0.54%
$45.22 - $54.92 $3.12K - $3.79K
12.7K $595K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.62K
- 5.89%
$37.4 - $39.42 $60.4K - $63.7K
25.8K $974K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
-7.6K
- 31.67%
$10.65 - $11.24 $80.9K - $85.4K
16.4K $175K
TJX
Tjx Companies Inc

Consumer Cyclical
-740
- 6.19%
$112.81 - $126.16 $83.5K - $93.4K
11.2K $1.37M
PAYX
Paychex Inc

Industrials
-2.41K
- 11.37%
$136.06 - $154.52 $328K - $373K
18.8K $2.9M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-7.3K
- 38.83%
$10.1 - $10.61 $73.7K - $77.5K
11.5K $117K
GTO
Invesco Actively Managed ETF T

ETFs
-1.57K
- 14.85%
$45.9 - $47.37 $72.2K - $74.5K
9.02K $423K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.31K
- 24.4%
$49.42 - $50.43 $64.6K - $66K
4.05K $202K
DBAW
Xtrackers Msci All World Ex Us

ETFs
-2.11K
- 21.85%
$33.88 - $36.42 $71.3K - $76.7K
7.53K $266K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.43K
- 3.43%
$114.57 - $118.14 $164K - $169K
40.3K $4.76M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-2.52K
- 21.43%
$25.83 - $27.09 $65.2K - $68.3K
9.25K $246K
VXF
Vanguard Extended Market ETF

ETFs
-100
- 4.18%
$170.36 - $201.04 $17K - $20.1K
2.29K $394K
SOFI
So Fi Technologies, Inc.

Financial Services
-1.17K
- 9.61%
$11.18 - $18.03 $13.1K - $21.1K
11K $128K
OMC
Omnicom Group Inc.

Communication Services
-546
- 16.0%
$79.43 - $88.34 $43.4K - $48.2K
2.87K $237K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-3.67K
- 9.53%
$56.44 - $64.13 $207K - $236K
34.9K $2.15M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-328
- 0.47%
$32.57 - $35.82 $10.7K - $11.7K
69.2K $2.29M
XLI
Industrial Sector Spdr

ETFs
-324
- 1.73%
$128.78 - $141.67 $41.7K - $45.9K
18.4K $2.41M
SOXX
Ishares Semiconductor ETF

ETFs
-30
- 1.64%
$188.17 - $235.81 $5.65K - $7.07K
1.8K $339K
ICF
Ishares Tr

ETFs
-1.11K
- 9.97%
$57.98 - $63.8 $64.2K - $70.6K
10K $614K
DHR
Danaher Corp

Healthcare
-35
- 1.96%
$201.62 - $250.59 $7.06K - $8.77K
1.76K $359K
XCEM
Columbia ETF Tr Ii

ETFs
-1.67K
- 7.13%
$29.18 - $30.72 $48.7K - $51.3K
21.7K $642K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-341
- 13.52%
$108.02 - $120.45 $36.8K - $41.1K
2.18K $240K
CCEL
Cryo Cell International Inc

Healthcare
-5.19K
- 33.92%
$6.08 - $8.6 $31.6K - $44.7K
10.1K $64K
GPN
Global Payments Inc

Industrials
-29
- 0.92%
$92.18 - $113.03 $2.67K - $3.28K
3.14K $307K
BIGZ
Black Rock Innovation & Growth Trust
-3.54K
- 13.51%
$6.4 - $8.25 $22.7K - $29.2K
22.7K $149K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-11.8K
- 6.57%
$13.05 - $13.97 $154K - $165K
168K $2.29M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-324
- 0.39%
$19.04 - $20.15 $6.17K - $6.53K
83.8K $1.59M
HWM
Howmet Aerospace Inc.

Industrials
-1.42K
- 20.43%
$110.79 - $139.39 $158K - $198K
5.54K $718K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-258
- 2.03%
$43.03 - $49.3 $11.1K - $12.7K
12.4K $546K
BBDC
Barings Bdc, Inc.

Financial Services
-4.17K
- 11.04%
$9.36 - $10.78 $39K - $44.9K
33.6K $320K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-16
- 0.84%
$221.78 - $273.45 $3.55K - $4.38K
1.9K $431K
HYGV
Flexshares Tr High Yield Value

ETFs
-905
- 6.67%
$40.21 - $41.29 $36.4K - $37.4K
12.7K $511K
ARDX
Ardelyx, Inc.

Healthcare
-5.28K
- 9.77%
$4.91 - $6.36 $25.9K - $33.5K
48.7K $239K
EQIX
Equinix Inc

Real Estate
-8
- 3.0%
$803.0 - $959.97 $6.42K - $7.68K
259 $211K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-4K
- 25.02%
$24.11 - $28.41 $96.4K - $114K
12K $340K
YYY
Amplify ETF Tr High Income ETF

ETFs
-2.82K
- 4.18%
$11.38 - $12.01 $32.1K - $33.9K
64.7K $738K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.21K
- 5.76%
$44.41 - $45.98 $53.6K - $55.5K
19.8K $901K
Activity Summary
Buys All Purchases 642 New Holdings 101 Increased Positions 541 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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