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Briaud Financial Planning’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Briaud Financial Planning’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
-288
Closed -$23K – 249
2025
Q2 		$23K Buy
+288
New +$20.8K 0.01% 157

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

Briaud Financial Planning's ONEQ Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2025, closing a stake of 288 shares — an estimated $23K sold.

Briaud Financial Planning first reported a position in ONEQ in Q2 2025 and held it in 1 quarter. The position peaked at $23K in Q2 2025. 383 funds tracked by Wall St. Rank hold ONEQ as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 288 Fidelity Nasdaq Composite Index ETF shares in Q3 2025, an estimated $23K.
  • Briaud Financial Planning first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Nasdaq Composite Index ETF position peaked at $23K in Q2 2025.
  • 383 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.