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Bartlett & Co Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Bartlett & Co 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
2025
Q2 		– Sell
-600
Closed -$40.8K – 1305
2025
Q1 		$40.8K Buy
+600
New +$44.8K ﹤0.01% 689

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

Bartlett & Co Wealth Management's ONEQ Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2025, closing a stake of 600 shares — an estimated $40.8K sold.

Bartlett & Co Wealth Management first reported a position in ONEQ in Q1 2025 and held it in 1 quarter. The position peaked at $40.8K in Q1 2025. 365 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 600 Fidelity Nasdaq Composite Index ETF shares in Q2 2025, an estimated $40.8K.
  • Bartlett & Co Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $40.8K in Q1 2025.
  • 365 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.