CreativeOne Wealth’s FormulaFolios Smart Growth ETF FFSG Stock Holding History

CreativeOne Wealth’s Portfolio FFSG Stock Details FFSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-12,992	Closed	-$460K	–	824
2022 Q1	$460K	Buy	+12,992	New	+$457K	0.02%	453

Other funds holding FFSG

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

CreativeOne Wealth's FFSG Position: Q2 2022 in Review

CreativeOne Wealth sold out of FormulaFolios Smart Growth ETF (FFSG) in Q2 2022, closing a stake of 12,992 shares — an estimated $460K sold.

CreativeOne Wealth first reported a position in FFSG in Q1 2022 and held it in 1 quarter. The position peaked at $460K in Q1 2022. 6 funds tracked by Wall St. Rank hold FFSG as of Q2 2022.

CreativeOne Wealth reported no remaining FormulaFolios Smart Growth ETF position as of Q2 2022 after selling out during the quarter.
CreativeOne Wealth sold 12,992 FormulaFolios Smart Growth ETF shares in Q2 2022, an estimated $460K.
CreativeOne Wealth first reported a position in FormulaFolios Smart Growth ETF in Q1 2022 and held it in 1 quarter.
CreativeOne Wealth's FormulaFolios Smart Growth ETF position peaked at $460K in Q1 2022.
6 funds tracked by Wall St. Rank held FormulaFolios Smart Growth ETF as of Q2 2022.

Based on CreativeOne Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.