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Ethos Financial Group’s Nasdaq NDAQ Stock Holding History

Ethos Financial Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,882
Closed -$615K – 522
2025
Q2 		$615K Buy
+6,882
New +$549K 0.05% 236

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ethos Financial Group's NDAQ Position: Q3 2025 in Review

Ethos Financial Group sold out of Nasdaq (NDAQ) in Q3 2025, closing a stake of 6,882 shares — an estimated $615K sold.

Ethos Financial Group first reported a position in NDAQ in Q2 2025 and held it in 1 quarter. The position peaked at $615K in Q2 2025. 1,044 funds tracked by Wall St. Rank hold NDAQ as of Q3 2025.

  • Ethos Financial Group reported no remaining Nasdaq position as of Q3 2025 after selling out during the quarter.
  • Ethos Financial Group sold 6,882 Nasdaq shares in Q3 2025, an estimated $615K.
  • Ethos Financial Group first reported a position in Nasdaq in Q2 2025 and held it in 1 quarter.
  • Ethos Financial Group's Nasdaq position peaked at $615K in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held Nasdaq as of Q3 2025.

Based on Ethos Financial Group's 13F filing for Q3 2025, filed 23 Oct 2025.