FundX Investment Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

FundX Investment Group’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
2021 Q4	$2.06M	Buy	33,738 +20,638	+158%	+$1.24M	0.5%	25
2021 Q3	$736K	Hold	13,100	–	–	0.35%	28
2021 Q2	$738M	Hold	13,100	–	–	76.61%	1
2021 Q1	$673K	Hold	13,100	–	–	0.38%	26
2020 Q4	$657K	Sell	13,100 -3,260	-20%	-$152K	0.27%	27
2020 Q3	$710K	Buy	16,360 +6,440	+65%	+$274K	0.27%	27
2020 Q2	$388K	Buy	+9,920	New	+$351K	0.16%	29

Other funds holding ONEQ

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

AIIMS

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

FundX Investment Group's ONEQ Position: Q4 2021 in Review

FundX Investment Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 158% in Q4 2021, buying an estimated $1.24M and bringing the position to 33,738 shares worth $2.06M. The position accounts for 0.5% of the portfolio, ranked #25.

FundX Investment Group first reported a position in ONEQ in Q2 2020 and has held it in 7 quarters since. The position peaked at $738M in Q2 2021. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2021.

FundX Investment Group held 33,738 shares of Fidelity Nasdaq Composite Index ETF worth $2.06M as of Q4 2021.
FundX Investment Group bought 20,638 Fidelity Nasdaq Composite Index ETF shares in Q4 2021, an estimated $1.24M.
Fidelity Nasdaq Composite Index ETF made up 0.5% of FundX Investment Group's portfolio in Q4 2021, its #25 holding.
FundX Investment Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2020 and has held it in 7 quarters since.
FundX Investment Group's Fidelity Nasdaq Composite Index ETF position peaked at $738M in Q2 2021.
214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.