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	+$138M	-$675M	-$538M	VUG, VTV, VEA, IUSB, IVW	13F-HR	8/14/2024, 01:39 PM
Q1 2024	900	$2.51B	+$958M	-$93.2M	+$865M	IUSB, VTV, VUG, VEA, SPLG	13F-HR	5/14/2024, 02:38 PM
Q4 2023	629	$1.56B	+$202M	-$148M	+$53.9M	VTV, VUG, SPLG, VEA, IUSB	13F-HR	2/9/2024, 01:57 PM
Q3 2023	577	$1.39B	+$120M	-$834M	-$714M	IUSB, VTV, VUG, VEA, SPLG	13F-HR	10/17/2023, 02:48 PM
Q2 2023	835	$2.14B	$0	$0		IUSB, VEA, VUG, VTV, VEGA	New Holdings	8/16/2023, 12:56 PM
Q2 2023	964	$2.17B	+$271M	-$193M	+$78.3M	IUSB, VEA, VUG, VTV, VEGA	13F-HR	8/14/2023, 01:40 PM
Q1 2023	795	$2.03B	+$351M	-$225M	+$126M	IUSB, VTV, VEA, VUG, VEGA	13F-HR	5/15/2023, 01:31 PM
Q4 2022	736	$1.82B	+$211M	-$155M	+$55.7M	IUSB, VTV, ESGU, VEA, VUG	13F-HR	2/14/2023, 05:54 PM
Q3 2022	702	$1.66B	+$212M	-$186M	+$25.6M	IUSB, ESGU, GOVT, VTV, VEA	13F-HR	11/14/2022, 06:19 PM
Q2 2022	713	$1.85B	+$348M	-$192M	+$156M	GOOGL, IUSB, ESGU, VTV, GOVT	13F-HR	8/11/2022, 05:50 PM
Q1 2022	731	$1.93B	+$303M	-$289M	+$13.7M	IUSB, ESGU, VTV, VEA, VUG	13F-HR	5/13/2022, 11:47 AM
Q4 2021	748	$2.03B	+$380M	-$116M	+$264M	SPY, ESGU, IUSB, VTV, VEA	13F-HR	2/14/2022, 09:31 PM
Q3 2021	690	$1.69B	+$210M	-$118M	+$92.3M	SPY, VTV, VEA, ESGU, VUG	13F-HR	11/15/2021, 07:15 PM
Q2 2021	672	$1.62B	+$452M	-$224M	+$228M	SPY, VTV, VEA, VUG, JPIN	13F-HR	8/13/2021, 11:47 AM
Q1 2021	562	$1.32B	+$224M	-$155M	+$68.7M	BOND, SPY, OMFL, JPIN, VTV	13F-HR	5/14/2021, 05:46 PM
Q4 2020	504	$1.21B	+$475M	-$58.2M	+$417M	SPY, BOND, JAGG, JPIN, OMFL	13F-HR	2/12/2021, 09:42 AM
Q3 2020	266	$720M	+$137M	-$82.3M	+$55.2M	JAGG, BOND, JPIN, VTV, JPME	13F-HR	11/13/2020, 05:21 PM
Q2 2020	245	$643M	+$110M	-$52.8M	+$56.8M	JAGG, JPIN, VUG, OMFL, JPME	13F-HR	8/13/2020, 03:06 PM
Q1 2020	199	$523M	+$67.6M	-$45.1M	+$22.5M	JAGG, JPIN, JPUS, VTV, JPME	13F-HR	5/14/2020, 02:39 PM
Q4 2019	222	$592M	+$85.8M	-$32.3M	+$53.5M	JAGG, JPIN, JPUS, JPME, VTV	13F-HR	2/12/2020, 06:57 PM
Q3 2019	181	$518M	+$66.1M	-$26.3M	+$39.8M	JAGG, JPIN, JPUS, JPME, VTV	13F-HR	11/12/2019, 06:45 PM
Q2 2019	175	$476M	+$98.6M	-$12.7M	+$85.9M	JAGG, JPUS, JPIN, JPME, JPSE	13F-HR	8/14/2019, 06:52 PM
Q1 2019	130	$383M	+$120M	-$59.1M	+$60.6M	JAGG, JPUS, JPIN, JPME, JPSE	13F-HR	5/15/2019, 12:44 PM
Q4 2018	105	$297M	+$54.5M	-$5.05M	+$49.5M	SCHZ, JPUS, JPIN, JPME, VTV	13F-HR	2/14/2019, 11:11 AM
Q3 2018	67	$271M	+$40.2M	-$6.05M	+$34.2M	SCHZ, JPIN, JPUS, JPME, VTV	13F-HR	11/13/2018, 07:24 PM
Q2 2018	56	$232M	+$49.1M	-$18.7M	+$30.5M	SCHZ, JPIN, JPUS, JPME, VTV	13F-HR	8/14/2018, 11:00 AM
Q1 2018	55	$201M	$0	$0		SCHZ, JPIN, FNDA, JPUS, JPME	13F-HR	5/14/2018, 04:24 PM

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