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
STLD
Steel Dynamics Inc

Basic Materials
-385
- 18.76%
N/A
1.67K $163K
XBAP
Innovator ETF Tr Us Equity Acc
-1.35K
- 12.77%
$33.63 - $34.94 $45.5K - $47.3K
9.25K $323K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-500
- 1.69%
$91.45 - $91.75 $45.7K - $45.9K
29.1K $2.67M
TWLO
Twilio Inc

Communication Services
-34
- 1.01%
$94.9 - $148.35 $3.23K - $5.04K
3.34K $327K
DFS
Discover Financial Services

Financial Services
-172
- 6.85%
$152.99 - $203.25 $26.3K - $35K
2.34K $399K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-4
- 0.06%
$96.88 - $111.25 $388 - $445
7.07K $705K
ALL
Allstate Corp

Financial Services
-677
- 9.14%
$180.99 - $210.18 $123K - $142K
6.73K $1.39M
PFFV
Global X Variable Rate Preferr

Technology
-1.51K
- 8.8%
$23.51 - $24.14 $35.5K - $36.5K
15.7K $370K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-415
- 6.49%
$128.74 - $138.67 $53.4K - $57.5K
5.98K $811K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-851
- 12.22%
$32.69 - $34.66 $27.8K - $29.5K
6.11K $202K
MPC
Marathon Petroleum Corp

Energy
-405
- 9.61%
$134.72 - $159.03 $54.6K - $64.4K
3.81K $555K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-17
- 0.3%
$117.4 - $131.02 $2K - $2.23K
5.67K $678K
ABNB
Airbnb, Inc.

Consumer Cyclical
-30
- 1.3%
$119.38 - $161.42 $3.58K - $4.84K
2.28K $272K
ITW
Illinois Tool Works Inc

Industrials
-74
- 3.63%
$244.9 - $274.48 $18.1K - $20.3K
1.97K $487K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.2K
- 9.55%
$23.32 - $23.84 $27.9K - $28.5K
11.3K $265K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-606
- 6.14%
$40.29 - $42.24 $24.4K - $25.6K
9.26K $378K
DD
Du Pont De Nemours, Inc.

Basic Materials
-281
- 6.28%
$72.7 - $84.32 $20.4K - $23.7K
4.2K $313K
BK
Bank Of New York Mellon Corp

Financial Services
-1.34K
- 11.18%
$75.42 - $88.95 $101K - $119K
10.6K $889K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-362
- 4.61%
$42.65 - $46.09 $15.4K - $16.7K
7.5K $323K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.18K
- 5.07%
$36.46 - $39.9 $43.2K - $47.2K
22.2K $847K
VFH
Vanguard Financial ETF

ETFs
-327
- 3.26%
$114.07 - $127.34 $37.3K - $41.6K
9.69K $1.16M
TSN
Tyson Foods, Inc.

Consumer Defensive
-833
- 18.64%
$54.27 - $63.81 $45.2K - $53.2K
3.64K $231K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.25K
- 3.01%
$22.77 - $22.94 $28.3K - $28.6K
40.2K $921K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-334
- 3.95%
$41.28 - $44.23 $13.8K - $14.8K
8.13K $339K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-221
- 0.58%
$93.32 - $95.35 $20.6K - $21.1K
37.8K $3.54M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-185
- 2.44%
$41.97 - $46.03 $7.76K - $8.52K
7.41K $314K
HYG
Ishares Tr

ETFs
-315
- 2.84%
$78.51 - $80.11 $24.7K - $25.2K
10.8K $849K
FLCH
Franklin Templeton ETF Tr

ETFs
-5.15K
- 17.14%
$17.31 - $22.91 $89.1K - $118K
24.9K $531K
KHC
Kraft Heinz CO

Consumer Defensive
-600
- 7.07%
$28.51 - $32.22 $17.1K - $19.3K
7.89K $240K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-348
- 2.43%
$36.38 - $38.05 $12.7K - $13.2K
14K $514K
MGTX
Meira G Tx Holdings PLC

Healthcare
-7.4K
- 16.82%
$5.71 - $8.25 $42.2K - $61K
36.6K $248K
XLU
Utilities Sector Spdr

ETFs
-999
- 5.29%
$74.7 - $80.27 $74.6K - $80.2K
17.9K $1.41M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-259
- 2.71%
$39.08 - $41.36 $10.1K - $10.7K
9.29K $368K
RACE
Ferrari N.V.

Consumer Cyclical
-52
- 2.25%
$413.73 - $508.15 $21.5K - $26.4K
2.26K $964K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-228
- 2.99%
$44.99 - $47.69 $10.3K - $10.9K
7.4K $336K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-122
- 1.43%
$37.74 - $40.44 $4.6K - $4.93K
8.4K $320K
AVB
Avalonbay Communities Inc

Real Estate
-32
- 2.71%
$207.86 - $228.08 $6.65K - $7.3K
1.15K $246K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-856
- 6.9%
$31.09 - $34.34 $26.6K - $29.4K
11.6K $383K
ABC
Amerisourcebergen Corp

Healthcare
-63
- 1.1%
N/A
5.65K $1.05M
VOX
Vanguard Communication Service

ETFs
-11
- 0.73%
$147.73 - $169.24 $1.63K - $1.86K
1.49K $221K
ACGL
Arch Capital Group Ltd.

Financial Services
-227
- 8.46%
$88.13 - $96.94 $20K - $22K
2.46K $236K
FOXA
Fox Corp

Communication Services
-3.42K
- 15.05%
$47.9 - $58.0 $164K - $198K
19.3K $1.09M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-49
- 0.64%
$41.53 - $44.57 $2.03K - $2.18K
7.64K $321K
DGX
Quest Diagnostics Inc

Healthcare
-71
- 1.1%
N/A
6.41K $878K
WPC
W. P. Carey Inc.

Real Estate
-721
- 16.98%
$53.5 - $65.05 $38.6K - $46.9K
3.53K $222K
ADSK
Autodesk, Inc.

Technology
-34
- 2.88%
N/A
1.15K $281K
APD
Air Products & Chemicals, Inc.

Basic Materials
-58
- 3.39%
$283.24 - $338.07 $16.4K - $19.6K
1.65K $486K
AAL
American Airlines Group Inc.

Industrials
-700
- 5.02%
N/A
13.3K $146K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-201
- 2.47%
N/A
7.93K $309K
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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