Ownership history in CreativeOne Wealth, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in PIMCO ETF TR (TIPZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CreativeOne Wealth, LLC underperformed the S&P 500 by β19.5% annually on this TIPZ position. Timing score: 42% (5/12 decisions correct). Average cost basis: $49.52. Maximum drawdown during holding period: β4.2%.
β Significantly underperformed the S&P 500 by 19.5% ann.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct
Best entry: $45.96 (2022 Q3) Β· Worst: $52.95 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 4 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size