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
KLAC
Kla Corp

Technology
-201
- 7.75%
$636.62 - $777.63 $128K - $156K
2.39K $1.63M
WCN
Waste Connections, Inc.

Industrials
-192
- 14.51%
$169.89 - $195.19 $32.6K - $37.5K
1.13K $220K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-358
- 19.3%
$132.75 - $177.12 $47.5K - $63.4K
1.5K $228K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-572
- 9.66%
$67.08 - $76.14 $38.4K - $43.6K
5.35K $394K
JUPW
Jupiter Wellness, Inc.

Healthcare
-1.9K
- 8.63%
N/A
20.1K $58K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-139
- 0.98%
$50.72 - $50.92 $7.05K - $7.08K
14K $712K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-49
- 2.6%
$110.75 - $119.78 $5.43K - $5.87K
1.84K $212K
BHK
Blackrock Core Bond Trust

Financial Services
-800
- 6.33%
$10.15 - $10.86 $8.12K - $8.69K
11.8K $128K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-233
- 0.13%
$22.25 - $23.0 $5.18K - $5.36K
182K $4.17M
LUV
Southwest Airlines CO

Industrials
-61
- 0.18%
$28.18 - $34.84 $1.72K - $2.13K
33.9K $1.14M
TIP
Ishares Tr Tips Bd ETF

ETFs
-506
- 4.38%
$106.22 - $111.09 $53.7K - $56.2K
11K $1.23M
UTG
Reaves Utility Income Fund

Financial Services
-1.78K
- 2.75%
$31.08 - $34.42 $55.3K - $61.3K
63.1K $2.05M
VPU
Vanguard Utilities ETF

ETFs
-64
- 4.47%
$161.24 - $173.33 $10.3K - $11.1K
1.37K $233K
First Tr Exchng Traded Fd Vi
-18.5K
- 54.81%
N/A
15.3K $0
Harbor ETF Trust
-2.01K
- 16.24%
N/A
10.4K $0
First Tr Exchng Traded Fd Vi
-3.42K
- 22.66%
N/A
11.7K $0
American Healthcare Reit Inc
-1.58K
- 11.43%
N/A
12.3K $0
Ishares Tr
-1.26K
- 2.75%
N/A
44.4K $0
HYGW
Ishares Tr High Yield Corporat
-873
- 1.75%
N/A
49K $0
United Sts Nat Gas Fd LP
-42.8K
- 68.85%
N/A
19.3K $0
Ubs Ag Jersey Branch
-554
- 8.35%
N/A
6.08K $0
PSEP
Innovator U.S. Equity Power Bu
-1.99K
- 3.69%
N/A
52K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-623
- 0.94%
N/A
65.6K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-4.81K
- 25.44%
N/A
14.1K $0
First Tr Exchng Traded Fd Vi
-2.35K
- 4.97%
N/A
45K $0
Innovator Etfs Trust
-277
- 2.16%
N/A
12.6K $0
Wisdomtree Tr
-10.1K
- 26.83%
N/A
27.5K $0
Proshares Tr
-6.22K
- 55.27%
N/A
5.03K $0
Advisorshares Tr
-86K
- 6.01%
N/A
1.35M $0
Aim ETF Products Trust
-500
- 6.58%
N/A
7.1K $0
Arm Holdings PLC
-843
- 20.13%
N/A
3.34K $0
HIGH
Simplify Exchange Traded Fds E
-22.2K
- 32.58%
N/A
45.9K $0
PNOV
Innovator U.S. Equity Power Bu
-3.45K
- 14.2%
N/A
20.8K $0
Veralto Corp
-899
- 21.31%
N/A
3.32K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
-6.74K
- 3.35%
N/A
194K $0
Schwab Charles Family Fd
-144K
- 66.6%
N/A
72.2K $0
Blackrock ETF Trust Ii
-8.16K
- 2.22%
N/A
360K $0
Lam Research Corp
-225
- 1.65%
N/A
13.4K $0
Fidelity Covington Trust
-1.91K
- 14.31%
N/A
11.4K $0
PDEC
Innovator U.S. Equity Power Bu
-428
- 2.08%
N/A
20.2K $0
Bunge Global Sa
-1.18K
- 26.89%
N/A
3.21K $0
Ishares Bitcoin Trust ETF
-14.4K
- 35.28%
N/A
26.5K $0
BAUG
Innovator U.S. Equity Buffer E
-269
- 1.09%
N/A
24.3K $0
MLPA
Global X Mlp ETF

ETFs
-305
- 6.17%
$49.83 - $54.53 $15.2K - $16.6K
4.64K $246K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-155
- 0.84%
$34.23 - $36.9 $5.31K - $5.72K
18.3K $653K
CPT
Camden Property Trust

Real Estate
-70
- 3.8%
$109.16 - $125.53 $7.64K - $8.79K
1.77K $216K
ENB
Enbridge Inc

Energy
-270
- 3.35%
$41.54 - $45.45 $11.2K - $12.3K
7.78K $344K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-114
- 0.69%
$59.15 - $62.71 $6.74K - $7.15K
16.5K $1.02M
DGRO
Ishares Core Dividend Growth E

ETFs
-81
- 0.31%
$60.46 - $64.42 $4.9K - $5.22K
26K $1.61M
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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