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Analyzing CreativeOne Wealth, LLC's 13F Holdings Comparison for Q3 2022 vs. Q4 2022

Ava Hoppe | 23 April, 2023

CreativeOne Wealth, LLC recently released their 13F holdings comparison for Q3 2022 vs. Q4 2022. Upon analyzing the data, we can see that there have been significant changes in the holdings of this fund. The fund’s Option Type, Q3 2022 (SHARES), Q4 2022 (SHARES), Q3 2022 VALUE ($000), Q4 2022 VALUE ($000), and Chg % have all changed considerably over the course of the last quarter.

Some of the notable changes in holdings include a 16.2% increase in shares of Ishares Tr and a decrease of 51.1% in shares of ISHARES TR. There were also some intriguing portfolio moves, such as a 117.9% increase in shares of ISHARES TR and a 1349.1% increase in shares of SPDR SER TR.

This blog post will take a closer look at the changes in holdings of CreativeOne Wealth, LLC and explore the reasons behind these shifts in the fund's portfolio. By examining the data, we can better understand the investment strategy of this fund and gain insights into the current state of the market. So, let's dive into the numbers and see what they tell us about the Q3 2022 vs. Q4 2022 comparison of CreativeOne Wealth, LLC's 13F holdings.

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