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Ethos Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Ethos Financial Group’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
Q4 		– Sell
-7,238
Closed -$645K – 562
2025
Q3 		$645K Buy
+7,238
New +$611K 0.05% 233
2024
Q3 		– Sell
-10,673
Closed -$746K – 319
2024
Q2 		$746K Sell
10,673
-889
-8% -$58.2K 0.13% 97
2024
Q1 		$745K Buy
+11,562
New +$715K 0.14% 99
2023
Q4 		– Sell
-11,875
Closed -$617K – 292
2023
Q3 		$617K Buy
+11,875
New +$643K 0.16% 80

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fisher Asset Management
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
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

Ethos Financial Group's ONEQ Position: Q4 2025 in Review

Ethos Financial Group sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2025, closing a stake of 7,238 shares — an estimated $645K sold.

Ethos Financial Group first reported a position in ONEQ in Q3 2023 and held it in 4 quarters. The position peaked at $746K in Q2 2024. 406 funds tracked by Wall St. Rank hold ONEQ as of Q4 2025.

  • Ethos Financial Group reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2025 after selling out during the quarter.
  • Ethos Financial Group sold 7,238 Fidelity Nasdaq Composite Index ETF shares in Q4 2025, an estimated $645K.
  • Ethos Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2023 and held it in 4 quarters.
  • Ethos Financial Group's Fidelity Nasdaq Composite Index ETF position peaked at $746K in Q2 2024.
  • 406 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2025.

Based on Ethos Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.