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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

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