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

Abound 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
2026
Q2 		$97.1K Sell
941
-60
-6% -$5.97K 0.02% 167
2026
Q1 		$85K Sell
1,001
-14
-1% -$1.26K 0.02% 167
2025
Q4 		$92.8K Buy
1,015
+21
+2% +$1.91K 0.02% 150
2025
Q3 		$88.6K Buy
994
+45
+5% +$3.8K 0.02% 149
2025
Q2 		$76K Sell
949
-5
-0.5% -$360 0.02% 156
2025
Q1 		$64.9K Sell
954
-5
-0.5% -$373 0.02% 155
2024
Q4 		$72.9K Sell
959
-28
-3% -$2.1K 0.02% 137
2024
Q3 		$70.7K Buy
987
+12
+1% +$833 0.02% 137
2024
Q2 		$68.2K Hold
975
– – 0.03% 118
2024
Q1 		$62.8K Buy
975
+156
+19% +$9.65K 0.02% 124
2023
Q4 		$48.5K Buy
819
+84
+11% +$4.61K 0.02% 151
2023
Q3 		$38.2K Buy
735
+330
+81% +$17.9K 0.02% 157
2023
Q2 		$21.9K Hold
405
– – 0.01% 208
2023
Q1 		$19.4K Hold
405
– – 0.01% 210
2022
Q4 		$16.6K Hold
405
– – 0.01% 206
2022
Q3 		$16.8K Buy
+405
New +$18.9K 0.01% 212
2022
Q2 		– Sell
-405
Closed -$22.5K – 126
2022
Q1 		$22.5K Hold
405
– – 0.02% 80
2021
Q4 		$24.7K Buy
+405
New +$24.3K 0.02% 77

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Abound Wealth Management's ONEQ Position: Q2 2026 in Review

Abound Wealth Management reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 6% in Q2 2026, selling an estimated $5.97K and leaving 941 shares worth $97.1K. The position accounts for 0.02% of the portfolio, ranked #167.

Abound Wealth Management first reported a position in ONEQ in Q4 2021 and has held it in 18 quarters since. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Abound Wealth Management held 941 shares of Fidelity Nasdaq Composite Index ETF worth $97.1K as of Q2 2026.
  • Abound Wealth Management sold 60 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $5.97K.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Abound Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2021 and has held it in 18 quarters since.
  • 439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.