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CreativeOne Wealth’s Trade Desk TTD Stock Holding History

CreativeOne Wealth’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,862
Closed -$278K – 1215
2025
Q2 		$278K Buy
+3,862
New +$247K 0.01% 950
2025
Q1 		– Sell
-2,988
Closed -$351K – 1144
2024
Q4 		$351K Buy
+2,988
New +$370K 0.01% 815
2023
Q1 		– Sell
-12,789
Closed -$574K – 840
2022
Q4 		$574K Sell
12,789
-6,365
-33% -$323K 0.03% 393
2022
Q3 		$1.15M Buy
19,154
+2,392
+14% +$136K 0.07% 240
2022
Q2 		$702K Buy
16,762
+1,979
+13% +$108K 0.04% 320
2022
Q1 		$1.02M Buy
14,783
+1,542
+12% +$111K 0.05% 269
2021
Q4 		$1.21M Buy
13,241
+234
+2% +$20.5K 0.06% 264
2021
Q3 		$914K Buy
13,007
+994
+8% +$76.8K 0.05% 280
2021
Q2 		$929K Sell
12,013
-3,717
-24% -$238K 0.06% 268
2021
Q1 		$1.02M Buy
15,730
+120
+0.8% +$9.27K 0.08% 199
2020
Q4 		$1.25M Buy
15,610
+6,310
+68% +$476K 0.1% 151
2020
Q3 		$483K Buy
9,300
+2,490
+37% +$114K 0.07% 171
2020
Q2 		$277K Buy
+6,810
New +$205K 0.04% 203

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CreativeOne Wealth's TTD Position: Q3 2025 in Review

CreativeOne Wealth sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 3,862 shares — an estimated $278K sold.

CreativeOne Wealth first reported a position in TTD in Q2 2020 and held it in 13 quarters. The position peaked at $1.25M in Q4 2020. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • CreativeOne Wealth reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 3,862 Trade Desk shares in Q3 2025, an estimated $278K.
  • CreativeOne Wealth first reported a position in Trade Desk in Q2 2020 and held it in 13 quarters.
  • CreativeOne Wealth's Trade Desk position peaked at $1.25M in Q4 2020.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.