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Change Path

Latest statistics and disclosures from CreativeOne Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSB, IUSB, GOOGL, VEA, VUG, and represent 10.42% of CreativeOne Wealth's stock portfolio.
Added to shares of these 10 stocks: IVOL (+$5.2M), FGM, IYE, FJUN, RSPN, COMT, DAPR, ICVT, JEPI, SHV.
Started 148 new stock positions in ELF, VBK, CHE, JBLU, TFLO, SPIP, HPQ, CSWC, IVLU, QQQJ.
Reduced shares in these 10 stocks: QUAL (-$26M), IUSB (-$20M), BBAG (-$15M), QUS (-$14M), JPUS (-$13M), LRGF (-$13M), SHY (-$11M), MBB (-$11M), IEMG (-$11M), IYW (-$8.8M).
Sold out of its positions in A, Alpine 4 Technologies Lt, ABR, BK, BIIB, CME, CPRX, CERS, COHR, QQQE.
CreativeOne Wealth was a net seller of stock by $-282M.
CreativeOne Wealth has $4.0B in assets under management (AUM), dropping by 99.72%.
Central Index Key (CIK): 0001739728

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Portfolio Holdings for CreativeOne Wealth

CreativeOne Wealth holds 1608 positions in its portfolio as reported in the June 2023 quarterly 13F filing

CreativeOne Wealth has 1608 total positions. Only the first 250 positions are shown.

Sign up to view all of the CreativeOne Wealth June 30, 2023 positions
Download the CreativeOne Wealth June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	2.9	$117M	-16%	2.6M	45.47	View chart
Ishares Tr Core Total Usd (IUSB)	2.4	$98M	-16%	2.1M	46.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$84M	-8%	38k	2184.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$62M	-13%	1.3M	46.07	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$61M	-17%	217k	282.79	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$59M	-2%	427k	139.07	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$55M	-2%	414k	132.45	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	1.3	$52M	-15%	1.4M	37.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$46M	-59%	339k	134.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$46M	-13%	1.1M	40.94	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$44M	-25%	475k	93.27	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.1	$44M	-2%	847k	52.12	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$40M		1.7M	23.90	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$39M	-17%	176k	221.31	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	1.0	$39M	-15%	1.1M	34.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$38M	-27%	401k	95.43	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$37M		442k	83.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$36M	-4%	82k	443.97	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$35M	-2%	786k	44.34	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$33M	-25%	340k	97.54	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.8	$32M	-17%	660k	48.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$32M	-20%	413k	76.64	View chart
Apple (AAPL)	0.8	$32M	-9%	163k	193.82	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.8	$31M	-4%	355k	88.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$31M		1.4M	22.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$29M	-4%	76k	377.55	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.7	$28M	-4%	344k	80.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$27M	-20%	359k	75.57	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.6	$25M	-17%	485k	51.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$25M	-9%	515k	48.88	View chart
Microsoft Corporation (MSFT)	0.6	$25M	-15%	74k	340.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$22M	-9%	453k	49.49	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$22M	-27%	277k	80.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$22M	-2%	50k	445.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$22M	-58%	199k	108.87	View chart
Ishares Tr U S Equity Factr (LRGF)	0.5	$21M	-61%	478k	44.55	View chart
Apple (AAPL)	0.5	$20M	-9%	145k	136.47	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$20M	-58%	397k	49.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$19M	-10%	94k	203.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$18M	+4%	112k	162.98	View chart
Microsoft Corporation (MSFT)	0.4	$18M	-15%	70k	256.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$18M	-59%	131k	134.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$17M	-2%	46k	375.00	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.4	$17M	-2%	726k	23.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$17M	-15%	411k	40.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$16M	-11%	43k	377.36	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.4	$16M	-2%	683k	23.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$16M	-42%	192k	81.08	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$15M	-9%	133k	113.93	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$15M	-7%	114k	132.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$15M	-42%	186k	81.10	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$15M	-28%	518k	28.79	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.4	$14M	-86%	296k	48.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$14M	-15%	333k	42.55	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$14M	-10%	184k	75.23	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.3	$14M	-97%	111k	122.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$14M	-10%	78k	175.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$13M	-12%	152k	86.42	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.3	$13M	-9%	354k	36.20	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$13M	-10%	272k	46.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$13M	+4%	88k	143.54	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$13M	-10%	161k	77.41	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$12M	-7%	79k	156.46	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.3	$12M	-41%	415k	29.19	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.3	$12M	-11%	423k	28.06	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$11M	-9%	379k	29.41	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$11M	-10%	235k	47.24	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.3	$11M	-88%	121k	91.70	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$11M	+25%	100k	111.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$11M	-12%	128k	86.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$11M	-11%	32k	345.47	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$11M		145k	74.04	View chart
Amazon (AMZN)	0.3	$10M	-7%	79k	130.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$10M		138k	74.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$10M	+8%	102k	97.95	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$10M	-21%	133k	74.92	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$9.2M	-18%	166k	55.44	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.2	$9.2M	+18%	336k	27.27	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	0.2	$9.2M	+18%	336k	27.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$8.9M	+39%	160k	55.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$8.8M	+10%	84k	105.82	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$8.7M	-41%	268k	32.48	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$8.7M	-30%	168k	51.57	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$8.6M	-19%	190k	45.34	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.2	$8.6M	-9%	274k	31.46	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$8.5M	+5%	346k	24.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$8.5M	-29%	117k	72.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$8.4M	+39%	152k	55.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$8.3M	-4%	233k	35.65	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$8.1M	-41%	93k	86.57	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.2	$8.0M	+18%	250k	32.22	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.2	$8.0M	-9%	271k	29.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$8.0M	+10%	79k	102.09	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$8.0M	-21%	101k	79.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$7.9M	-5%	20k	400.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$7.9M	-14%	39k	205.48	View chart
Timothy Plan Intl Etf (TPIF)	0.2	$7.9M	-10%	315k	25.05	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$7.9M	-61%	176k	44.56	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.2	$7.8M	-9%	250k	31.35	View chart
Timothy Plan Intl Etf (TPIF)	0.2	$7.7M	-10%	339k	22.84	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.5M	-58%	153k	49.29	View chart
Amazon (AMZN)	0.2	$7.5M	-7%	71k	106.16	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$7.5M	NEW	94k	79.71	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$7.5M	+6%	79k	95.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$7.5M	-8%	63k	119.39	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.2	$7.5M	-11%	300k	24.94	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$7.4M	+25%	134k	55.56	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$7.4M	-2%	151k	49.16	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$7.4M	+39%	143k	51.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$7.3M	-4%	233k	31.57	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$7.3M	+39%	146k	50.27	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$7.1M	+2%	128k	55.74	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$7.1M	+6%	78k	91.51	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$7.1M	-21%	87k	81.17	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$7.0M	+3%	73k	96.30	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$6.9M	+41%	58k	120.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$6.9M	-25%	64k	108.67	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$6.9M	-53%	69k	100.50	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$6.8M	-9%	230k	29.68	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$6.8M	-18%	143k	47.61	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$6.7M	-21%	87k	77.61	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$6.7M	+10%	156k	43.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$6.7M	-14%	30k	220.27	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$6.7M	-28%	227k	29.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$6.6M	-2%	139k	47.90	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$6.6M	+2%	127k	52.05	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$6.6M	-30%	134k	49.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.5M	-29%	90k	72.42	View chart
Tesla Motors (TSLA)	0.2	$6.5M	-34%	25k	261.77	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.4M	+3%	16k	393.46	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$6.4M	-8%	65k	98.04	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$6.4M	-18%	134k	47.42	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.3M	-58%	80k	78.53	View chart
NVIDIA Corporation (NVDA)	0.1	$6.0M	+2%	14k	423.00	View chart
Pepsi (PEP)	0.1	$6.0M		32k	185.23	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$5.9M	-8%	61k	97.30	View chart
UnitedHealth (UNH)	0.1	$5.9M	-14%	12k	513.79	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$5.9M	NEW	107k	54.89	View chart
Pepsi (PEP)	0.1	$5.7M		31k	181.11	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$5.5M	+10%	128k	43.09	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$5.5M	+3%	69k	79.55	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$5.5M		60k	90.91	View chart
Home Depot (HD)	0.1	$5.4M	-13%	17k	315.22	View chart
Broadcom (AVGO)	0.1	$5.4M	-30%	6.2k	870.50	View chart
UnitedHealth (UNH)	0.1	$5.4M	-14%	11k	481.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$5.3M	-29%	19k	275.19	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$5.3M		57k	91.61	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$5.2M	+41%	48k	110.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.2M	-17%	54k	97.85	View chart
Tesla Motors (TSLA)	0.1	$5.2M	-34%	17k	301.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$5.2M	-29%	20k	261.02	View chart
Kraneshares Tr Quadrtc Int Rt (IVOL)	0.1	$5.2M	NEW	203k	25.34	View chart
Procter & Gamble Company (PG)	0.1	$5.1M	-28%	34k	151.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$5.1M	-5%	15k	333.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$5.0M	+2%	19k	261.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.0M	-22%	27k	187.29	View chart
Abbvie (ABBV)	0.1	$4.9M	-23%	37k	134.73	View chart
Chevron Corporation (CVX)	0.1	$4.8M	-7%	31k	157.64	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$4.8M	-25%	44k	109.34	View chart
NVIDIA Corporation (NVDA)	0.1	$4.8M	+2%	16k	293.97	View chart
Visa Com Cl A (V)	0.1	$4.7M	+7%	20k	237.74	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$4.7M	-41%	55k	85.96	View chart
Wal-Mart Stores (WMT)	0.1	$4.7M	-30%	30k	157.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.6M	+2%	20k	238.10	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.6M	+3%	15k	316.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$4.6M	NEW	52k	88.99	View chart
Merck & Co (MRK)	0.1	$4.6M	-24%	40k	115.79	View chart
First Tr Exch Trd Alphdx Germany Alpha (FGM)	0.1	$4.6M	+1170%	119k	38.84	View chart
First Tr Exch Trd Alphdx Germany Alpha (FGM)	0.1	$4.6M	+1170%	119k	38.84	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$4.6M	-78%	289k	15.90	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.6M	-7%	9.4k	489.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.5M	-22%	25k	183.75	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.5M	+9%	29k	157.89	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$4.4M	+41%	87k	50.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$4.4M	+6%	61k	72.49	View chart
Home Depot (HD)	0.1	$4.4M	-13%	16k	279.07	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.4M	-29%	41k	106.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$4.4M	+8%	44k	99.60	View chart
Johnson & Johnson (JNJ)	0.1	$4.4M	-13%	27k	160.00	View chart
Procter & Gamble Company (PG)	0.1	$4.3M	-28%	31k	142.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$4.3M	-15%	31k	140.62	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.3M	-8%	37k	115.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$4.3M	+6%	59k	71.87	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.2M	+3%	134k	30.99	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.1M	+3%	134k	30.88	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$4.1M	NEW	88k	46.58	View chart
Chevron Corporation (CVX)	0.1	$4.1M	-7%	28k	145.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$4.1M	-55%	12k	340.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$4.1M	-55%	12k	340.97	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$4.0M	-22%	113k	35.38	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.1	$3.9M	-11%	263k	14.90	View chart
Deere & Company (DE)	0.1	$3.9M	-63%	9.8k	393.94	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.1	$3.8M	-30%	175k	21.54	View chart
Abbvie (ABBV)	0.1	$3.7M	-23%	27k	139.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.7M	-35%	25k	147.93	View chart
Intuit (INTU)	0.1	$3.7M	-37%	8.1k	457.81	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.7M	-15%	27k	135.74	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$3.6M	-4%	21k	169.80	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$3.6M		90k	40.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.6M		37k	96.33	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$3.6M	-6%	198k	17.98	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$3.5M	-4%	22k	163.42	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$3.5M	+326%	86k	40.91	View chart
Visa Com Cl A (V)	0.1	$3.5M	+7%	18k	196.55	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$3.5M	-24%	84k	41.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$3.5M	+7%	101k	34.48	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$3.5M		47k	74.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.5M	-17%	41k	83.73	View chart
Pfizer (PFE)	0.1	$3.5M	-2%	94k	36.94	View chart
Johnson & Johnson (JNJ)	0.1	$3.4M	-13%	20k	169.97	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$3.4M	-22%	99k	34.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.1	$3.4M	+402%	17k	204.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.1	$3.4M	+402%	17k	204.48	View chart
Union Pacific Corporation (UNP)	0.1	$3.4M	-35%	17k	204.52	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.4M	+10%	6.7k	500.00	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$3.3M	NEW	87k	38.11	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$3.3M	-12%	34k	96.49	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.3M	+46%	23k	142.86	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$3.3M	-35%	114k	28.86	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR)	0.1	$3.3M	+62%	98k	33.42	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$3.3M	-12%	36k	91.84	View chart
Wal-Mart Stores (WMT)	0.1	$3.3M	-30%	26k	125.00	View chart
Merck & Co (MRK)	0.1	$3.3M	-24%	30k	109.46	View chart
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG)	0.1	$3.2M	-22%	95k	34.18	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$3.2M	-34%	107k	30.00	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.2M	-7%	8.7k	368.42	View chart
Cisco Systems (CSCO)	0.1	$3.2M	-23%	62k	51.74	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$3.2M	-24%	77k	41.87	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$3.2M	+4%	51k	62.31	View chart
Pfizer (PFE)	0.1	$3.2M	-2%	61k	51.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.2M	-6%	116k	27.15	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$3.2M	+37%	18k	173.88	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)	0.1	$3.1M	NEW	75k	41.59	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$3.1M		41k	75.10	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$3.1M	-81%	124k	24.65	View chart
McDonald's Corporation (MCD)	0.1	$3.1M	-48%	10k	299.40	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$3.1M	-78%	62k	49.06	View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)	0.1	$3.0M	NEW	78k	38.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.0M	-51%	19k	157.83	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$3.0M	-20%	8.0k	375.00	View chart
Starbucks Corporation (SBUX)	0.1	$3.0M	+9%	30k	98.99	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$3.0M	+34%	83k	35.53	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.0M		5.7k	522.22	View chart
Ford Motor Company (F)	0.1	$3.0M	-11%	197k	15.00	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.9M	-8%	20k	147.17	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.9M		115k	25.36	View chart
Metropcs Communications (TMUS)	0.1	$2.9M	-4%	21k	138.05	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$2.9M	NEW	52k	55.73	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.9M	-8%	20k	147.18	View chart
Nextera Energy (NEE)	0.1	$2.9M	-38%	39k	74.92	View chart

Past Filings by CreativeOne Wealth

SEC 13F filings are viewable for CreativeOne Wealth going back to 2018

CreativeOne Wealth 2023 Q2 amended filed Aug. 16, 2023
CreativeOne Wealth 2023 Q2 filed Aug. 14, 2023
CreativeOne Wealth 2023 Q1 filed May 15, 2023
CreativeOne Wealth 2022 Q4 filed Feb. 15, 2023
CreativeOne Wealth 2022 Q3 filed Nov. 15, 2022
CreativeOne Wealth 2022 Q2 filed Aug. 12, 2022
CreativeOne Wealth 2022 Q1 filed May 13, 2022
Change Path 2021 Q4 filed Feb. 15, 2022
Change Path 2021 Q3 filed Nov. 16, 2021
Change Path 2021 Q2 filed Aug. 13, 2021
Change Path 2021 Q1 filed May 17, 2021
Change Path 2020 Q4 filed Feb. 12, 2021
Change Path 2020 Q3 filed Nov. 13, 2020
Change Path 2020 Q2 filed Aug. 13, 2020
Change Path 2020 Q1 filed May 14, 2020
Change Path 2019 Q4 filed Feb. 13, 2020

View all past filings

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