Ownership history in CreativeOne Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in GLOBAL X FDS (MILN). 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 Q3 | REDUCED | 20,842 | -6,704 | -24.3% | 0.03% | $1.0M | $49.36 |
| 2025 Q2 | REDUCED | 27,546 | -2,627 | -8.7% | 0.04% | $1.3M | $48.69 |
| 2025 Q1 | ADDED | 30,173 | +4,949 | +19.6% | 0.04% | $1.3M | $43.00 |
| 2024 Q4 | REDUCED | 25,224 | -5,593 | -18.1% | 0.03% | $1.1M | $44.85 |
| 2024 Q3 | ADDED | 30,817 | +1,227 | +4.1% | 0.04% | $1.3M | $41.74 |
| 2024 Q2 | REDUCED | 29,590 | -6,553 | -18.1% | 0.06% | $1.1M | $38.32 |
| 2024 Q1 | ADDED | 36,143 | +7,278 | +25.2% | 0.06% | $1.4M | $38.92 |
| 2023 Q4 | REDUCED | 28,865 | -5,333 | -15.6% | 0.07% | $1.0M | $35.28 |
| 2023 Q3 | REDUCED | 34,198 | -9,430 | -21.6% | 0.07% | $1.0M | $30.17 |
| 2023 Q2 | REDUCED | 43,628 | -3,940 | -8.3% | 0.06% | $1.2M | $31.61 |
As of 2025 Q4 — sorted by position size