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

Clarus 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
2018 Q3	–	Sell	-2,670	Closed	-$74K	–	750
2018 Q2	$74K	Buy	+2,670	New	+$77.1K	0.06%	229

Other funds holding ONEQ

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

CPSAC

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

SVCP

Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Clarus Wealth Advisors's ONEQ Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2018, closing a stake of 2,670 shares — an estimated $74K sold.

Clarus Wealth Advisors first reported a position in ONEQ in Q2 2018 and held it in 1 quarter. The position peaked at $74K in Q2 2018. 98 funds tracked by Wall St. Rank hold ONEQ as of Q3 2018.

Clarus Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 2,670 Fidelity Nasdaq Composite Index ETF shares in Q3 2018, an estimated $74K.
Clarus Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2018 and held it in 1 quarter.
Clarus Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $74K in Q2 2018.
98 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.