Buckingham Strategic Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$1.2M	Buy	17,161 +11,014	+179%	+$721K	0.01%	304
2024 Q1	$396K	Buy	6,147 +578	+10%	+$35.7K	﹤0.01%	522
2023 Q4	$330K	Buy	5,569 +708	+15%	+$38.8K	﹤0.01%	545
2023 Q3	$253K	Hold	4,861	–	–	﹤0.01%	570
2023 Q2	$263K	Buy	+4,861	New	+$242K	﹤0.01%	558
2022 Q3	–	Sell	-4,661	Closed	-$201K	–	636
2022 Q2	$201K	Buy	+4,661	New	+$222K	﹤0.01%	560

Other funds holding ONEQ

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

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Buckingham Strategic Wealth's ONEQ Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 179% in Q2 2024, buying an estimated $721K and bringing the position to 17,161 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #304.

Buckingham Strategic Wealth first reported a position in ONEQ in Q2 2022 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold ONEQ as of Q2 2024.

Buckingham Strategic Wealth held 17,161 shares of Fidelity Nasdaq Composite Index ETF worth $1.2M as of Q2 2024.
Buckingham Strategic Wealth bought 11,014 Fidelity Nasdaq Composite Index ETF shares in Q2 2024, an estimated $721K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #304 holding.
Buckingham Strategic Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2022 and has held it in 6 quarters since.
296 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.