Ownership history in CreativeOne Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in VANECK VECTORS ETF TR (PFXF). 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 | ADDED | 30,220 | +7,847 | +35.1% | 0.01% | $537K | $17.18 |
| 2023 Q1 | ADDED | 22,373 | +10,809 | +93.5% | 0.02% | $395K | $14.09 |
| 2021 Q3 | ADDED | 11,564 | +131 | +1.1% | 0.01% | $245K | $15.52 |
| 2021 Q2 | REDUCED | 11,433 | -760 | -6.2% | 0.02% | $244K | $15.41 |
| 2021 Q1 | REDUCED | 12,193 | -207 | -1.7% | 0.02% | $254K | $14.89 |
| 2020 Q4 | INITIATED | 12,400 | — | — | 0.02% | $255K | $14.63 |
As of 2025 Q4 — sorted by position size