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CPR Investments’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

CPR Investments’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
-3,632
Closed -$332K – 55
2025
Q4 		$332K Sell
3,632
-383
-10% -$34.9K 0.22% 39
2025
Q3 		$358K Sell
4,015
-1,338
-25% -$113K 0.25% 39
2025
Q2 		$429K Buy
+5,353
New +$386K 0.33% 34

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

CPR Investments's ONEQ Position: Q1 2026 in Review

CPR Investments sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 3,632 shares — an estimated $332K sold.

CPR Investments first reported a position in ONEQ in Q2 2025 and held it in 3 quarters. The position peaked at $429K in Q2 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

  • CPR Investments reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
  • CPR Investments sold 3,632 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $332K.
  • CPR Investments first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and held it in 3 quarters.
  • CPR Investments's Fidelity Nasdaq Composite Index ETF position peaked at $429K in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on CPR Investments's 13F filing for Q1 2026, filed 16 Apr 2026.