Almanack Investment Partners’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Almanack Investment Partners’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-17,039	Closed	-$947K	–	499
2022 Q1	$947K	Buy	17,039 +11,412	+203%	+$623K	0.08%	158
2021 Q4	$343K	Sell	5,627 -69	-1%	-$4.13K	0.03%	344
2021 Q3	$320K	Buy	+5,696	New	+$329K	0.03%	356

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Almanack Investment Partners's ONEQ Position: Q2 2022 in Review

Almanack Investment Partners sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2022, closing a stake of 17,039 shares — an estimated $947K sold.

Almanack Investment Partners first reported a position in ONEQ in Q3 2021 and held it in 3 quarters. The position peaked at $947K in Q1 2022. 198 funds tracked by Wall St. Rank hold ONEQ as of Q2 2022.

Almanack Investment Partners reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2022 after selling out during the quarter.
Almanack Investment Partners sold 17,039 Fidelity Nasdaq Composite Index ETF shares in Q2 2022, an estimated $947K.
Almanack Investment Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2021 and held it in 3 quarters.
Almanack Investment Partners's Fidelity Nasdaq Composite Index ETF position peaked at $947K in Q1 2022.
198 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.