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B. Riley Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-12,225
Closed -$832K – 1285
2025
Q1 		$832K Sell
12,225
-179
-1% -$13.4K 0.02% 568
2024
Q4 		$943K Sell
12,404
-929
-7% -$69.5K 0.03% 465
2024
Q3 		$953K Buy
13,333
+799
+6% +$55.5K 0.03% 511
2024
Q2 		$876K Sell
12,534
-2,498
-17% -$164K 0.02% 583
2024
Q1 		$782K Buy
15,032
+2,330
+18% +$144K 0.02% 605
2023
Q4 		$753K Sell
12,702
-2,330
-16% -$128K 0.02% 629
2023
Q3 		$782K Buy
15,032
+320
+2% +$17.3K 0.02% 605
2023
Q2 		$796K Sell
14,712
-1,533
-9% -$76.3K 0.02% 648
2023
Q1 		$779K Buy
16,245
+14
+0.1% +$630 0.02% 628
2022
Q4 		$665K Sell
16,231
-2,017
-11% -$86.1K 0.02% 681
2022
Q3 		$757K Buy
18,248
+13,312
+270% +$620K 0.02% 599
2022
Q2 		$213K Sell
4,936
-2,230
-31% -$106K 0.01% 1024
2022
Q1 		$399K Sell
7,166
-834
-10% -$45.5K 0.01% 875
2021
Q4 		$488K Buy
8,000
+181
+2% +$10.8K 0.01% 820
2021
Q3 		$440K Buy
7,819
+2,005
+34% +$116K 0.01% 838
2021
Q2 		$381K Sell
5,814
-866
-13% -$46.6K 0.01% 901
2021
Q1 		$342K Buy
+6,680
New +$346K 0.01% 929
2018
Q1 		– Sell
-11,420
Closed -$310K – 702
2017
Q4 		$310K Sell
11,420
-990
-8% -$26.3K 0.04% 430
2017
Q3 		$317K Sell
12,410
-980
-7% -$24.5K 0.05% 354
2017
Q2 		$324K Buy
13,390
+1,600
+14% +$38.4K 0.06% 345
2017
Q1 		$275K Buy
11,790
+1,950
+20% +$44K 0.05% 376
2016
Q4 		$209K Buy
+9,840
New +$206K 0.04% 450
2015
Q1 		– Sell
-7,510
Closed -$139K – 1530
2014
Q4 		$139K Buy
+7,510
New +$136K ﹤0.01% 1553

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

B. Riley Wealth Advisors's ONEQ Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2025, closing a stake of 12,225 shares — an estimated $832K sold.

B. Riley Wealth Advisors first reported a position in ONEQ in Q4 2014 and held it in 23 quarters. The position peaked at $953K in Q3 2024. 365 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,225 Fidelity Nasdaq Composite Index ETF shares in Q2 2025, an estimated $832K.
  • B. Riley Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2014 and held it in 23 quarters.
  • B. Riley Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $953K in Q3 2024.
  • 365 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.