Ownership history in CreativeOne Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in GLOBAL X FDS (DJIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 11,614 | -1,636 | -12.3% | 0.01% | $256K | $21.73 |
| 2025 Q3 | ADDED | 13,250 | +1,568 | +13.4% | 0.01% | $290K | $20.60 |
| 2025 Q2 | ADDED | 11,682 | +156 | +1.4% | 0.01% | $253K | $20.05 |
| 2025 Q1 | REDUCED | 11,526 | -3,942 | -25.5% | 0.01% | $254K | $19.96 |
| 2024 Q4 | ADDED | 15,468 | +16 | +0.1% | 0.01% | $347K | $19.91 |
| 2024 Q3 | ADDED | 15,452 | +6,259 | +68.1% | 0.01% | $356K | $19.23 |
| 2024 Q2 | INITIATED | 9,193 | — | — | 0.01% | $203K | — |
As of 2025 Q4 — sorted by position size