SEC 13F Intelligence

Goodwin Investment Advisory / ONEQ

Goodwin Investment Advisory’s Fidelity Comwlth Tr Position

Does Goodwin Investment Advisory own Fidelity Comwlth Tr (ONEQ)? Yes — 12.2K shares worth $1M (+1.24% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
12.2K
% of Portfolio
+1.24%
Quarters Held
6
currently held

Position History ONEQ

Reported value by quarter
Q3 ’24: $223,607Q3 ’24Q4 ’24: $384,711Q4 ’24Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.2K$1M+1.24%
Q4 202512.2K$1M+1.23%
Q3 202515.3K$1M+1.46%
Q2 202514.5K$1M+1.35%
Q4 20245.1K$384,711+0.20%
Q3 20243.1K$223,607+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goodwin Investment Advisory’s full portfolio or all institutional holders of ONEQ.