Ownership history in CreativeOne Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in FRANKLIN TEMPLETON ETF TR (UDIV). 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 | ADDED | 510,565 | +49,864 | +10.8% | 0.66% | $27.1M | $52.95 |
| 2025 Q3 | ADDED | 460,701 | +55,625 | +13.7% | 0.59% | $24.1M | $51.93 |
| 2025 Q2 | ADDED | 405,076 | +51,049 | +14.4% | 0.51% | $19.5M | $47.62 |
| 2025 Q1 | ADDED | 354,027 | +77,605 | +28.1% | 0.46% | $15.5M | $43.00 |
| 2024 Q4 | ADDED | 276,422 | +76,347 | +38.2% | 0.38% | $12.6M | $44.50 |
| 2024 Q3 | ADDED | 200,075 | +110,060 | +122.3% | 0.30% | $8.9M | $43.49 |
| 2024 Q2 | ADDED | 90,015 | +32,817 | +57.4% | 0.19% | $3.8M | $40.75 |
| 2024 Q1 | INITIATED | 57,198 | — | — | 0.09% | $2.3M | — |
As of 2025 Q4 — sorted by position size