Elevation Capital Advisory’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Elevation Capital Advisory’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 Q3	–	Sell	-111,305	Closed	-$8.92M	–	69
2025 Q2	$8.92M	Buy	+111,305	New	+$8.02M	3.57%	10
2025 Q1	–	Sell	-138,678	Closed	-$10.5M	–	69
2024 Q4	$10.5M	Buy	+138,678	New	+$10.4M	4.52%	6
2024 Q3	–	Sell	-152,877	Closed	-$10.7M	–	67
2024 Q2	$10.7M	Buy	+152,877	New	+$10M	4.88%	4

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

AIIMS

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

NRI

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

KAS

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

Elevation Capital Advisory's ONEQ Position: Q3 2025 in Review

Elevation Capital Advisory sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2025, closing a stake of 111,305 shares — an estimated $8.92M sold.

Elevation Capital Advisory first reported a position in ONEQ in Q2 2024 and held it in 3 quarters. The position peaked at $10.7M in Q2 2024. 384 funds tracked by Wall St. Rank hold ONEQ as of Q3 2025.

Elevation Capital Advisory reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2025 after selling out during the quarter.
Elevation Capital Advisory sold 111,305 Fidelity Nasdaq Composite Index ETF shares in Q3 2025, an estimated $8.92M.
Elevation Capital Advisory first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and held it in 3 quarters.
Elevation Capital Advisory's Fidelity Nasdaq Composite Index ETF position peaked at $10.7M in Q2 2024.
384 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2025.

Based on Elevation Capital Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.