Pinnacle Private Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Pinnacle Private Wealth’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 Q2	$423K	Hold	9,800	–	–	0.17%	147
2022 Q1	$544K	Hold	9,800	–	–	0.17%	134
2021 Q4	$597K	Buy	+9,800	New	+$587K	0.19%	128

Other funds holding ONEQ

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AIIMS

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

DWA

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

CPSAC

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

Pinnacle Private Wealth's ONEQ Position: Q2 2022 in Review

Pinnacle Private Wealth held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2022 at 9,800 shares worth $423K. The position accounts for 0.17% of the portfolio, ranked #147.

Pinnacle Private Wealth first reported a position in ONEQ in Q4 2021 and has held it in 3 quarters since. The position peaked at $597K in Q4 2021. 198 funds tracked by Wall St. Rank hold ONEQ as of Q2 2022.

Pinnacle Private Wealth held 9,800 shares of Fidelity Nasdaq Composite Index ETF worth $423K as of Q2 2022.
Pinnacle Private Wealth left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2022.
Fidelity Nasdaq Composite Index ETF made up 0.17% of Pinnacle Private Wealth's portfolio in Q2 2022, its #147 holding.
Pinnacle Private Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Fidelity Nasdaq Composite Index ETF position peaked at $597K in Q4 2021.
198 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.