Managers / Q3 2022 · view latest →
CreativeOne Wealth, LLC
CIK 0001739728 · 6330 SPRINT PARKWAY, SUITE 400, OVERLAND PARK, KS, 66211 · 9134022175
Reported Value
$1.7B
Q3 2022
Positions
946
Filings on Record
31
2019–present window
Filed
Nov 15, 2022
original filing
Summary
Creativeone Wealth, Llc reported $1.7B in U.S.-listed holdings across 946 positions for Q3 2022.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.3B | 1,938 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $4.1B | 1,903 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $4.1B | 1,849 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.8B | 1,810 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.3B | 1,664 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.3B | 1,666 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.9B | 1,509 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2M | 1,145 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $3M | 1,287 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2M | 938 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1M | 823 | Oct 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023REVEALED | $4M | 2,138 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2M | 1,077 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.8B | 989 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.7B | 946 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.8B | 952 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.9B | 974 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.0B | 983 | Feb 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.7B | 923 | Nov 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.6B | 981 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.3B | 823 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 732 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $720M | 438 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $643M | 388 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $523M | 325 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $592M | 362 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $518M | 290 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $476M | 287 | Aug 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $383M | 210 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $297M | 170 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 2 additional managers.
- CreativeOne Securities, LLC
- GeoWealth Management, LLC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.