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CreativeOne Wealth, LLC: QQQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CreativeOne Wealth, LLC on QQQM, newest first. How the timeline and the estimate are built.

CreativeOne Wealth, LLC held 39,217 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,217 shares
    Change vs previous 13F +14,360 shares

    0.26% of the 13F portfolio, value $11,881,391.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,857 shares
    Change vs previous 13F +1,560 shares

    0.14% of the 13F portfolio, value $5,906,496.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,297 shares
    Change vs previous 13F +10,815 shares

    0.14% of the 13F portfolio, value $5,892,218.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,482 shares
    Change vs previous 13F +146 shares

    0.08% of the 13F portfolio, value $3,084,700.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,336 shares
    Change vs previous 13F +1,199 shares

    0.07% of the 13F portfolio, value $2,801,503.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,137 shares
    Change vs previous 13F +6,170 shares

    0.06% of the 13F portfolio, value $2,149,656.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,967 shares
    Change vs previous 13F +846 shares

    0.03% of the 13F portfolio, value $1,045,292.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,121 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $827,768.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).