AIP
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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

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Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
DWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return