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Atria Wealth Solutions’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-48,418
Closed -$3.3M – 1765
2025
Q1 		$3.3M Sell
48,418
-3,276
-6% -$244K 0.04% 463
2024
Q4 		$3.93M Sell
51,694
-304,362
-85% -$22.8M 0.04% 421
2024
Q3 		$25.5M Sell
356,056
-3,287
-0.9% -$228K 0.28% 74
2024
Q2 		$25.1M Sell
359,343
-745
-0.2% -$48.8K 0.28% 71
2024
Q1 		$23.2M Sell
360,088
-28,813
-7% -$1.78M 0.26% 78
2023
Q4 		$23M Buy
388,901
+16,109
+4% +$884K 0.29% 68
2023
Q3 		$19.4M Buy
372,792
+6,566
+2% +$356K 0.27% 81
2023
Q2 		$19.8M Buy
366,226
+9,092
+3% +$452K 0.27% 78
2023
Q1 		$17.1M Sell
357,134
-5,781
-2% -$260K 0.25% 86
2022
Q4 		$14.9M Buy
362,915
+20,674
+6% +$882K 0.24% 97
2022
Q3 		$14.2M Buy
342,241
+4,158
+1% +$194K 0.25% 93
2022
Q2 		$14.6M Buy
338,083
+12,712
+4% +$606K 0.27% 82
2022
Q1 		$18.1M Buy
+325,371
New +$17.8M 0.3% 67

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's ONEQ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2025, closing a stake of 48,418 shares — an estimated $3.3M sold.

Atria Wealth Solutions first reported a position in ONEQ in Q1 2022 and held it in 13 quarters. The position peaked at $25.5M in Q3 2024. 365 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 48,418 Fidelity Nasdaq Composite Index ETF shares in Q2 2025, an estimated $3.3M.
  • Atria Wealth Solutions first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Fidelity Nasdaq Composite Index ETF position peaked at $25.5M in Q3 2024.
  • 365 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.