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B.O.S.S. Retirement Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

B.O.S.S. Retirement Advisors’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
Q3 		– Sell
-5,718
Closed -$458K – 209
2025
Q2 		$458K Buy
+5,718
New +$412K 0.12% 123

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $1.37T AUM 24.88% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

B.O.S.S. Retirement Advisors's ONEQ Position: Q3 2025 in Review

B.O.S.S. Retirement Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2025, closing a stake of 5,718 shares — an estimated $458K sold.

B.O.S.S. Retirement Advisors first reported a position in ONEQ in Q2 2025 and held it in 1 quarter. The position peaked at $458K in Q2 2025. 383 funds tracked by Wall St. Rank hold ONEQ as of Q3 2025.

  • B.O.S.S. Retirement Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 5,718 Fidelity Nasdaq Composite Index ETF shares in Q3 2025, an estimated $458K.
  • B.O.S.S. Retirement Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $458K in Q2 2025.
  • 383 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.