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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Financial Services Advisory's ONEQ Position: Q3 2024 in Review

Financial Services Advisory sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2024, closing a stake of 27,356 shares — an estimated $1.91M sold.

Financial Services Advisory first reported a position in ONEQ in Q2 2023 and held it in 5 quarters. The position peaked at $2.37M in Q4 2023. 302 funds tracked by Wall St. Rank hold ONEQ as of Q3 2024.

Financial Services Advisory reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2024 after selling out during the quarter.
Financial Services Advisory sold 27,356 Fidelity Nasdaq Composite Index ETF shares in Q3 2024, an estimated $1.91M.
Financial Services Advisory first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and held it in 5 quarters.
Financial Services Advisory's Fidelity Nasdaq Composite Index ETF position peaked at $2.37M in Q4 2023.
302 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2024.

Based on Financial Services Advisory's 13F filing for Q3 2024, filed 31 Oct 2024.