CW
QVOY

CreativeOne Wealth’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

CreativeOne Wealth’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,396
Closed -$208K – 1110
2024
Q3 		$208K Buy
+7,396
New +$203K 0.01% 897

Other funds holding QVOY

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

CreativeOne Wealth's QVOY Position: Q4 2024 in Review

CreativeOne Wealth sold out of Q3 All-Season Active Rotation ETF (QVOY) in Q4 2024, closing a stake of 7,396 shares — an estimated $208K sold.

CreativeOne Wealth first reported a position in QVOY in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 16 funds tracked by Wall St. Rank hold QVOY as of Q4 2024.

  • CreativeOne Wealth reported no remaining Q3 All-Season Active Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 7,396 Q3 All-Season Active Rotation ETF shares in Q4 2024, an estimated $208K.
  • CreativeOne Wealth first reported a position in Q3 All-Season Active Rotation ETF in Q3 2024 and held it in 1 quarter.
  • CreativeOne Wealth's Q3 All-Season Active Rotation ETF position peaked at $208K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.