Avantax Advisory Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Avantax Advisory Services’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	$1.35M	Buy	16,912 +6,736	+66%	+$485K	0.01%	990
2025 Q1	$693K	Buy	10,176 +4,304	+73%	+$321K	﹤0.01%	1312
2024 Q4	$447K	Buy	5,872 +167	+3%	+$12.5K	﹤0.01%	1521
2024 Q3	$408K	Sell	5,705 -229	-4%	-$15.9K	﹤0.01%	1553
2024 Q2	$415K	Buy	5,934 +249	+4%	+$16.3K	﹤0.01%	1484
2024 Q1	$366K	Buy	5,685 +79	+1%	+$4.88K	﹤0.01%	1192
2023 Q4	$332K	Buy	+5,606	New	+$308K	﹤0.01%	1190
2023 Q3	–	Sell	-6,144	Closed	-$332K	–	1598
2023 Q2	$332K	Buy	+6,144	New	+$306K	﹤0.01%	1135
2022 Q3	–	Sell	-8,238	Closed	-$355K	–	1369
2022 Q2	$355K	Sell	8,238 -16,006	-66%	-$763K	0.01%	931
2022 Q1	$1.35M	Sell	24,244 -44,292	-65%	-$2.42M	0.02%	465
2021 Q4	$4.17M	Sell	68,536 -1,766	-3%	-$106K	0.06%	229
2021 Q3	$3.95M	Sell	70,302 -941	-1%	-$54.3K	0.07%	215
2021 Q2	$4.02M	Sell	71,243 -112,077	-61%	-$6.03M	0.07%	199
2021 Q1	$9.42M	Buy	+183,320	New	+$9.5M	0.2%	87

Other funds holding ONEQ

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Avantax Advisory Services's ONEQ Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 66% in Q2 2025, buying an estimated $485K and bringing the position to 16,912 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #990.

Avantax Advisory Services first reported a position in ONEQ in Q1 2021 and has held it in 14 quarters since. The position peaked at $9.42M in Q1 2021. 365 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

Avantax Advisory Services held 16,912 shares of Fidelity Nasdaq Composite Index ETF worth $1.35M as of Q2 2025.
Avantax Advisory Services bought 6,736 Fidelity Nasdaq Composite Index ETF shares in Q2 2025, an estimated $485K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #990 holding.
Avantax Advisory Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2021 and has held it in 14 quarters since.
Avantax Advisory Services's Fidelity Nasdaq Composite Index ETF position peaked at $9.42M in Q1 2021.
365 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.