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Carolinas Wealth Consulting’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Carolinas Wealth Consulting’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
-791
Closed -$53.8K – 659
2025
Q1 		$53.8K Buy
+791
New +$59K 0.01% 340

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

Carolinas Wealth Consulting's ONEQ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2025, closing a stake of 791 shares — an estimated $53.8K sold.

Carolinas Wealth Consulting first reported a position in ONEQ in Q1 2025 and held it in 1 quarter. The position peaked at $53.8K in Q1 2025. 365 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 791 Fidelity Nasdaq Composite Index ETF shares in Q2 2025, an estimated $53.8K.
  • Carolinas Wealth Consulting first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Fidelity Nasdaq Composite Index ETF position peaked at $53.8K in Q1 2025.
  • 365 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.