Change Path - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Change Path going back to May 14, 2018

• CreativeOne Wealth 2023 Q4 - filed Feb. 9, 2024 - new!
• CreativeOne Wealth 2023 Q3 - filed Oct. 17, 2023
• CreativeOne Wealth 2023 Q2 amended - filed Aug. 16, 2023
• CreativeOne Wealth 2023 Q2 - filed Aug. 14, 2023
• CreativeOne Wealth 2023 Q1 - filed May 15, 2023
• CreativeOne Wealth 2022 Q4 - filed Feb. 15, 2023
• CreativeOne Wealth 2022 Q3 - filed Nov. 15, 2022
• CreativeOne Wealth 2022 Q2 - filed Aug. 12, 2022
• CreativeOne Wealth 2022 Q1 - filed May 13, 2022
• Change Path 2021 Q4 - filed Feb. 15, 2022
• Change Path 2021 Q3 - filed Nov. 16, 2021
• Change Path 2021 Q2 - filed Aug. 13, 2021
• Change Path 2021 Q1 - filed May 17, 2021
• Change Path 2020 Q4 - filed Feb. 12, 2021
• Change Path 2020 Q3 - filed Nov. 13, 2020
• Change Path 2020 Q2 - filed Aug. 13, 2020
• Change Path 2020 Q1 - filed May 14, 2020
• Change Path 2019 Q4 - filed Feb. 13, 2020
• Change Path 2019 Q3 - filed Nov. 13, 2019
• Change Path 2019 Q2 - filed Aug. 15, 2019
• Change Path 2019 Q1 - filed May 15, 2019
• Change Path 2018 Q4 - filed Feb. 14, 2019
• Change Path 2018 Q3 - filed Nov. 14, 2018
• Change Path 2018 Q2 - filed Aug. 14, 2018
• Change Path 2018 Q1 - filed May 14, 2018