FSA
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Financial Services Advisory’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Financial Services Advisory’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
2024
Q3 		– Sell
-27,356
Closed -$1.91M – 62
2024
Q2 		$1.91M Sell
27,356
-652
-2% -$42.7K 0.52% 28
2024
Q1 		$1.8M Sell
28,008
-11,931
-30% -$738K 0.45% 30
2023
Q4 		$2.37M Buy
39,939
+23,860
+148% +$1.31M 0.68% 30
2023
Q3 		$836K Sell
16,079
-14,892
-48% -$807K 0.41% 28
2023
Q2 		$1.67M Buy
+30,971
New +$1.54M 0.69% 22

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return