IHT Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

IHT Wealth Management’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
2020 Q1	–	Sell	-7,310	Closed	-$256K	–	626
2019 Q4	$256K	Buy	7,310 +470	+7%	+$15.6K	0.03%	496
2019 Q3	$215K	Buy	6,840 +320	+5%	+$10.2K	0.03%	526
2019 Q2	$205K	Sell	6,520 -340	-5%	-$10.5K	0.03%	489
2019 Q1	$208K	Buy	+6,860	New	+$197K	0.03%	454

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPSAC

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

IHT Wealth Management's ONEQ Position: Q1 2020 in Review

IHT Wealth Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2020, closing a stake of 7,310 shares — an estimated $256K sold.

IHT Wealth Management first reported a position in ONEQ in Q1 2019 and held it in 4 quarters. The position peaked at $256K in Q4 2019. 120 funds tracked by Wall St. Rank hold ONEQ as of Q1 2020.

IHT Wealth Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2020 after selling out during the quarter.
IHT Wealth Management sold 7,310 Fidelity Nasdaq Composite Index ETF shares in Q1 2020, an estimated $256K.
IHT Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2019 and held it in 4 quarters.
IHT Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $256K in Q4 2019.
120 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.