• 13F History

CreativeOne Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$3.26B
Signature - Title
Chang Shin - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by CreativeOne Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CreativeOne Wealth, LLC reported 1061 stock holdings with total value $3.26B as of Q4 2024. Top holdings included IUSB, VUG, VTV, AAPL, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,061 $3.26B +$525M -$163M +$363M IUSB, VUG, VTV, AAPL, VEA 13F-HR 2/13/2025, 02:22 PM
Q3 2024 942 $2.94B +$966M -$85.8M +$880M IUSB, VTV, VUG, VEA, VEGA 13F-HR 11/13/2024, 04:35 PM
Q2 2024 781 $1.97B +$137M -$671M -$534M VUG, VTV, VEA, IUSB, IVW 13F-HR 8/14/2024, 01:39 PM
Q1 2024 844 $2.42B +$938M -$93.1M +$845M IUSB, VTV, VUG, VEA, SPLG 13F-HR 5/14/2024, 02:38 PM
Q4 2023 608 $1.55B +$200M -$146M +$53.2M VTV, VUG, SPLG, VEA, IUSB 13F-HR 2/9/2024, 01:57 PM
Q3 2023 890 $1.37B +$120M -$829M -$709M IUSB, VTV, VUG, VEA, SPLG 13F-HR 10/17/2023, 02:48 PM
Q2 2023 819 $2.13B IUSB, VEA, VUG, VTV, VEGA New Holdings 8/16/2023, 01:56 PM
Q2 2023 912 $2.16B +$271M -$189M +$81.5M IUSB, VEA, VUG, VTV, VEGA 13F-HR 8/14/2023, 02:40 PM
Q1 2023 783 $2.02B +$350M -$176M +$174M IUSB, VTV, VEA, VUG, VEGA 13F-HR 5/15/2023, 01:31 PM
Q4 2022 726 $1.81B +$211M -$120M +$91M IUSB, VTV, ESGU, VEA, VUG 13F-HR 2/14/2023, 04:54 PM
Q3 2022 685 $1.65B +$210M -$101M +$109M IUSB, ESGU, GOVT, VTV, VEA 13F-HR 11/14/2022, 05:19 PM
Q2 2022 708 $1.84B +$347M -$150M +$197M GOOGL, IUSB, ESGU, VTV, GOVT 13F-HR 8/11/2022, 05:50 PM
Q1 2022 726 $1.92B +$302M -$205M +$97.2M IUSB, ESGU, VTV, VEA, VUG 13F-HR 5/13/2022, 11:47 AM
Q4 2021 739 $1.99B +$373M -$89.3M +$284M SPY, ESGU, IUSB, VTV, VEA 13F-HR 2/14/2022, 08:31 PM
Q3 2021 683 $1.69B +$211M -$118M +$92.9M SPY, VTV, VEA, ESGU, VUG 13F-HR 11/15/2021, 07:15 PM
Q2 2021 667 $1.62B +$452M -$224M +$228M SPY, VTV, VEA, VUG, JPIN 13F-HR 8/13/2021, 11:47 AM
Q1 2021 560 $1.32B +$223M -$155M +$67.9M BOND, SPY, OMFL, JPIN, VTV 13F-HR 5/14/2021, 05:46 PM
Q4 2020 498 $1.16B +$464M -$52.9M +$411M SPY, BOND, JAGGXXXX, JPIN, OMFL 13F-HR 2/12/2021, 08:42 AM
Q3 2020 264 $696M +$129M -$63.4M +$66M JAGGXXXX, BOND, JPIN, VTV, JPME 13F-HR 11/13/2020, 04:21 PM
Q2 2020 241 $627M +$105M -$43.3M +$61.2M JAGGXXXX, JPIN, VUG, OMFL, JPME 13F-HR 8/13/2020, 03:06 PM
Q1 2020 191 $507M +$66.4M -$17.8M +$48.7M JAGGXXXX, JPIN, JPUS, VTV, JPME 13F-HR 5/14/2020, 02:39 PM
Q4 2019 220 $580M +$84.4M -$27.7M +$56.7M JAGGXXXX, JPIN, JPUS, JPME, VTV 13F-HR 2/12/2020, 05:57 PM
Q3 2019 175 $508M +$65.4M -$14.8M +$50.6M JAGGXXXX, JPIN, JPUS, JPME, VTV 13F-HR 11/12/2019, 05:45 PM
Q2 2019 171 $466M +$97.6M -$8.13M +$89.4M JAGGXXXX, JPUS, JPIN, JPME, JPSE 13F-HR 8/14/2019, 06:52 PM
Q1 2019 130 $383M +$120M -$54.8M +$64.9M JAGGXXXX, JPUS, JPIN, JPME, JPSE 13F-HR 5/15/2019, 12:44 PM
Q4 2018 103 $297M +$54.5M -$4.74M +$49.8M SCHZ, JPUS, JPIN, JPME, VTV 13F-HR 2/14/2019, 10:11 AM
Q3 2018 67 $271M +$40.2M -$4.72M +$35.5M SCHZ, JPIN, JPUS, JPME, VTV 13F-HR 11/13/2018, 06:24 PM
Q2 2018 56 $232M +$49.1M -$4.96M +$44.2M SCHZ, JPIN, JPUS, JPME, VTV 13F-HR 8/14/2018, 11:00 AM
Q1 2018 53 $201M SCHZ, JPIN, FNDA, JPUS, JPME 13F-HR 5/14/2018, 04:24 PM