Focus Partners Wealth
ONEQ icon

Focus Partners Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Focus Partners Wealth’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 		$10M Sell
118,114
-885
-0.7% -$79.5K 0.01% 718
2025
Q4 		$10.9M Buy
118,999
+3,815
+3% +$347K 0.01% 672
2025
Q3 		$10.3M Buy
115,184
+928
+0.8% +$78.3K 0.02% 552
2025
Q2 		$9.15M Buy
114,256
+1,445
+1% +$104K 0.02% 518
2025
Q1 		$7.68M Sell
112,811
-562
-0.5% -$41.9K 0.02% 523
2024
Q4 		$8.62M Buy
113,373
+96,051
+555% +$7.19M 0.02% 499
2024
Q3 		$1.24M Sell
17,322
-196,778
-92% -$13.7M ﹤0.01% 888
2024
Q2 		$15.3M Buy
214,100
+108,050
+102% +$7.08M 0.05% 289
2024
Q1 		$6.83M Buy
+106,050
New +$6.56M 0.06% 268

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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $688M AUM 14.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return