AWA
ONEQ icon

Amplius Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-1,250
Closed -$76K – 677
2021
Q4 		$76K Buy
+1,250
New +$74.9K 0.01% 278

Other funds holding ONEQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Amplius Wealth Advisors's ONEQ Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2022, closing a stake of 1,250 shares — an estimated $76K sold.

Amplius Wealth Advisors first reported a position in ONEQ in Q4 2021 and held it in 1 quarter. The position peaked at $76K in Q4 2021. 209 funds tracked by Wall St. Rank hold ONEQ as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,250 Fidelity Nasdaq Composite Index ETF shares in Q1 2022, an estimated $76K.
  • Amplius Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $76K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.