Creative One Wealth, LLC Closed Holding Positions

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q1 2021 Filed on May 17, 2021
2,904
$62.05 - $88.17 $180K - $256K
TEAM
Atlassian Corp PLC

Technology
Q1 2021 Filed on May 17, 2021
1,031
$204.43 - $258.41 $211K - $266K
Quidel Corp
Q1 2021 Filed on May 17, 2021
1,257
N/A
Inphi Corp
Q1 2021 Filed on May 17, 2021
1,606
N/A
Proshares Tr
Q1 2021 Filed on May 17, 2021
75,600
N/A
PCTY
Paylocity Holding Corp

Technology
Q1 2021 Filed on May 17, 2021
1,286
$167.08 - $213.49 $215K - $275K
NEO
Neogenomics Inc

Healthcare
Q1 2021 Filed on May 17, 2021
4,791
$41.56 - $59.88 $199K - $287K
Cboe
Q1 2021 Filed on May 17, 2021
4,400
N/A
ANGI
Angi Inc.

Communication Services
Q1 2021 Filed on May 17, 2021
15,547
$11.74 - $18.07 $183K - $281K
First Tr Exchange Traded Fd
Q1 2021 Filed on May 17, 2021
1,267
N/A
Raytheon Technologies Corp
Q1 2021 Filed on May 17, 2021
11,992
N/A
Blackrock Health Sciencs Tr
Q1 2021 Filed on May 17, 2021
10,906
N/A
Target Corp
Q1 2021 Filed on May 17, 2021
14,347
N/A
Edwards Lifesciences Corp
Q1 2021 Filed on May 17, 2021
4,910
N/A
Invesco Exch Traded Fd Tr Ii
Q1 2021 Filed on May 17, 2021
43,907
N/A
Invesco Exch Traded Fd Tr Ii
Q1 2021 Filed on May 17, 2021
17,345
N/A
APYX
Apyx Medical Corp

Healthcare
Q4 2020 Filed on Feb 12, 2021
10,262
$4.85 - $8.19 $49.8K - $84K
Edwards Lifesciences Corp
Q4 2020 Filed on Feb 12, 2021
941
N/A
MDIV
First Trust Multi Asset Divers

ETFs
Q4 2020 Filed on Feb 12, 2021
11,540
$13.45 - $15.4 $155K - $178K
BWX
Spdr Bloomberg International T

ETFs
Q4 2020 Filed on Feb 12, 2021
8,913
$29.69 - $31.3 $265K - $279K
USO
United States Oil Fund, LP

ETFs
Q3 2020 Filed on Nov 13, 2020
8,775
$26.75 - $30.93 $235K - $271K
X
United States Steel Corp

Basic Materials
Q3 2020 Filed on Nov 13, 2020
11,000
$6.66 - $8.82 $73.3K - $97K
Innovator Etfs Tr Ii
Q3 2020 Filed on Nov 13, 2020
48,626
N/A
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
1,698
$149.21 - $205.17 $253K - $348K
J P Morgan Exchange Traded F
Q2 2020 Filed on Aug 13, 2020
15,993
N/A
Global X Fds
Q2 2020 Filed on Aug 13, 2020
125,313
N/A
Wisdomtree Tr
Q2 2020 Filed on Aug 13, 2020
14,306
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 13, 2020
44,198
N/A
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
10,921
$21.44 - $32.35 $234K - $353K
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 13, 2020
18,140
N/A
SPFF
Global X Superincome Preferred

ETFs
Q2 2020 Filed on Aug 13, 2020
23,189
$9.08 - $10.94 $211K - $254K
REET
Ishares Global Reit ETF

ETFs
Q1 2020 Filed on May 14, 2020
8,064
$15.98 - $28.84 $129K - $233K
United States Oil Fund LP
Q1 2020 Filed on May 14, 2020
26,631
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2020 Filed on May 14, 2020
2,620
$59.3 - $107.65 $155K - $282K
USCI
United States Commodity Index Funds Trust

ETFs
Q1 2020 Filed on May 14, 2020
6,306
$13.03 - $17.98 $82.2K - $113K
JPMB
J P Morgan Usd Emerging Market

ETFs
Q1 2020 Filed on May 14, 2020
22,624
$38.6 - $52.58 $873K - $1.19M
Global X Fds
Q1 2020 Filed on May 14, 2020
27,271
N/A
Osi ETF Tr
Q1 2020 Filed on May 14, 2020
7,336
N/A
Kempharm Inc
Q1 2020 Filed on May 14, 2020
25,667
N/A
FXR
First Trust Industrials/Produc

ETFs
Q1 2020 Filed on May 14, 2020
48,379
$25.71 - $46.5 $1.24M - $2.25M
FXD
First Tr Exchange Traded Fd

ETFs
Q1 2020 Filed on May 14, 2020
48,324
$23.18 - $45.94 $1.12M - $2.22M
YGYI
Youngevity International, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 13, 2020
147,059
$21.65 - $25.15 $3.18M - $3.7M
VMC
Vulcan Materials CO

Basic Materials
Q3 2019 Filed on Nov 13, 2019
1,582
$134.5 - $151.62 $213K - $240K
FXG
First Tr Exchange Traded First

ETFs
Q3 2019 Filed on Nov 13, 2019
38,254
$45.01 - $48.81 $1.72M - $1.87M
Twitter Inc
Q2 2019 Filed on Aug 15, 2019
50,000
N/A
FNDB
Schwab Fundamental U S Broad M

ETFs
Q2 2019 Filed on Aug 15, 2019
12,922
N/A
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2019 Filed on Aug 15, 2019
32,321
N/A
Global X Fds
Q4 2018 Filed on Feb 14, 2019
10,859
N/A
Rockwell Collins Inc
Q3 2018 Filed on Nov 14, 2018
1,519
N/A
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