Burney Company’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Burney Company’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
2026 Q1	–	Sell	-4,820	Closed	-$441K	–	631
2025 Q4	$441K	Hold	4,820	–	–	0.01%	451
2025 Q3	$430K	Hold	4,820	–	–	0.01%	441
2025 Q2	$386K	Hold	4,820	–	–	0.01%	456
2025 Q1	$328K	Hold	4,820	–	–	0.01%	481
2024 Q4	$367K	Hold	4,820	–	–	0.01%	473
2024 Q3	$345K	Hold	4,820	–	–	0.01%	496
2024 Q2	$337K	Hold	4,820	–	–	0.01%	498
2024 Q1	$310K	Hold	4,820	–	–	0.01%	519
2023 Q4	$286K	Hold	4,820	–	–	0.01%	507
2023 Q3	$251K	Hold	4,820	–	–	0.01%	504
2023 Q2	$261K	Hold	4,820	–	–	0.01%	508
2023 Q1	$231K	Buy	+4,820	New	+$217K	0.01%	520
2022 Q3	–	Sell	-4,820	Closed	-$208K	–	565
2022 Q2	$208K	Hold	4,820	–	–	0.01%	520
2022 Q1	$268K	Hold	4,820	–	–	0.01%	506
2021 Q4	$294K	Hold	4,820	–	–	0.01%	498
2021 Q3	$271K	Hold	4,820	–	–	0.01%	496
2021 Q2	$272K	Hold	4,820	–	–	0.01%	515
2021 Q1	$248K	Hold	4,820	–	–	0.01%	511
2020 Q4	$242K	Hold	4,820	–	–	0.01%	472
2020 Q3	$209K	Buy	+4,820	New	+$205K	0.01%	473

Other funds holding ONEQ

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

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

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

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

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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

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

Burney Company's ONEQ Position: Q1 2026 in Review

Burney Company sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 4,820 shares — an estimated $441K sold.

Burney Company first reported a position in ONEQ in Q3 2020 and held it in 20 quarters. The position peaked at $441K in Q4 2025. 397 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Burney Company reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
Burney Company sold 4,820 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $441K.
Burney Company first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2020 and held it in 20 quarters.
Burney Company's Fidelity Nasdaq Composite Index ETF position peaked at $441K in Q4 2025.
397 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.