Koshinski Asset Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Koshinski Asset 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
2024 Q2	–	Sell	-4,143	Closed	-$267K	–	631
2024 Q1	$267K	Buy	+4,143	New	+$256K	0.03%	458
2022 Q2	–	Sell	-1,158	Closed	-$64.3K	–	1523
2022 Q1	$64.3K	Buy	1,158 +12	+1%	+$655	0.01%	997
2021 Q4	$69.8K	Buy	1,146 +1	+0.1%	+$60	0.01%	990
2021 Q3	$64.3K	Buy	+1,145	New	+$66K	0.01%	1012

Other funds holding ONEQ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Koshinski Asset Management's ONEQ Position: Q2 2024 in Review

Koshinski Asset Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2024, closing a stake of 4,143 shares — an estimated $267K sold.

Koshinski Asset Management first reported a position in ONEQ in Q3 2021 and held it in 4 quarters. The position peaked at $267K in Q1 2024. 296 funds tracked by Wall St. Rank hold ONEQ as of Q2 2024.

Koshinski Asset Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2024 after selling out during the quarter.
Koshinski Asset Management sold 4,143 Fidelity Nasdaq Composite Index ETF shares in Q2 2024, an estimated $267K.
Koshinski Asset Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2021 and held it in 4 quarters.
Koshinski Asset Management's Fidelity Nasdaq Composite Index ETF position peaked at $267K in Q1 2024.
296 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.