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

HBW Advisory Services’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
2022
Q1 		– Sell
-9,010
Closed -$549K – 259
2021
Q4 		$549K Buy
+9,010
New +$540K 0.13% 156
2021
Q2 		– Sell
-150,180
Closed -$7.71M – 271
2021
Q1 		$7.71M Buy
+150,180
New +$7.78M 2.05% 3

Other funds holding ONEQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

HBW Advisory Services's ONEQ Position: Q1 2022 in Review

HBW Advisory Services sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2022, closing a stake of 9,010 shares — an estimated $549K sold.

HBW Advisory Services first reported a position in ONEQ in Q1 2021 and held it in 2 quarters. The position peaked at $7.71M in Q1 2021. 209 funds tracked by Wall St. Rank hold ONEQ as of Q1 2022.

  • HBW Advisory Services reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2022 after selling out during the quarter.
  • HBW Advisory Services sold 9,010 Fidelity Nasdaq Composite Index ETF shares in Q1 2022, an estimated $549K.
  • HBW Advisory Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2021 and held it in 2 quarters.
  • HBW Advisory Services's Fidelity Nasdaq Composite Index ETF position peaked at $7.71M in Q1 2021.
  • 209 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2022.

Based on HBW Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.