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

Kowal 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
2024 Q3	$1M	Buy	+14,009	New	+$972K	0.18%	78

Other funds holding ONEQ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $94.2B AUM 21.24% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

DWA

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

Kowal Investment Group's ONEQ Position: Q3 2024 in Review

Kowal Investment Group opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2024: 14,009 shares worth $1M. The stake represents 0.18% of the portfolio and ranks #78 among its holdings.

302 funds tracked by Wall St. Rank hold ONEQ as of Q3 2024.

Kowal Investment Group held 14,009 shares of Fidelity Nasdaq Composite Index ETF worth $1M as of Q3 2024.
Fidelity Nasdaq Composite Index ETF was a new Kowal Investment Group position in Q3 2024.
Fidelity Nasdaq Composite Index ETF made up 0.18% of Kowal Investment Group's portfolio in Q3 2024, its #78 holding.
302 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.