Page 32 - Creativeone Wealth News Today

CreativeOne Wealth LLC lowered its position in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 18.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 27,539 shares of the company’s stock after selling 6,028 shares during the quarter. CreativeOne Wealth LLC’s […]

B.O.S.S. Retirement Advisors LLC acquired a new position in shares of FT Cboe Vest U.S. Equity Buffer ETF July (BATS:FJUL – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 17,090 shares of the company’s stock, valued at approximately […]

CreativeOne Wealth LLC boosted its position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 93.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 25,989 shares of the company’s stock after acquiring an additional 12,576 shares during the quarter. CreativeOne […]

CreativeOne Wealth LLC decreased its holdings in Global X Internet of Things Thematic ETF (NASDAQ:SNSR – Free Report) by 13.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 42,554 shares of the company’s stock after selling 6,849 shares during the quarter. CreativeOne Wealth LLC […]

CreativeOne Wealth LLC reduced its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 28.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,526 shares of the business services provider’s stock after selling 2,532 shares during the […]

CreativeOne Wealth LLC lessened its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 15.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 63,585 shares of the company’s stock after selling 11,433 shares during the quarter. CreativeOne Wealth LLC’s holdings […]

CreativeOne Wealth LLC trimmed its position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 72.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 12,925 shares of the company’s stock after selling 34,544 shares during the period. CreativeOne […]

CreativeOne Wealth LLC cut its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 21,536 shares of the exchange traded fund’s stock after selling 1,116 shares during […]

CreativeOne Wealth LLC decreased its position in shares of Energy Transfer LP (NYSE:ET – Free Report) by 0.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 97,343 shares of the pipeline company’s stock after selling 848 shares during the quarter. CreativeOne Wealth LLC’s holdings in Energy […]

CreativeOne Wealth LLC lowered its position in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 28.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 23,635 shares of the company’s stock after selling 9,542 shares during the quarter. CreativeOne Wealth LLC’s […]