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Global Financial Private Client’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Global Financial Private Client’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
-91
Closed -$6.19K – 1177
2025
Q1 		$6.19K Hold
91
– – ﹤0.01% 655
2024
Q4 		$6.92K Hold
91
– – ﹤0.01% 607
2024
Q3 		$6.52K Hold
91
– – ﹤0.01% 615
2024
Q2 		$6.36K Hold
91
– – ﹤0.01% 486
2024
Q1 		$5.87K Hold
91
– – ﹤0.01% 507
2023
Q4 		$5.39K Hold
91
– – ﹤0.01% 505
2023
Q3 		$4.77K Hold
91
– – ﹤0.01% 503
2023
Q2 		$4.93K Hold
91
– – ﹤0.01% 503
2023
Q1 		$4.35K Hold
91
– – ﹤0.01% 518
2022
Q4 		$3.73K Buy
+91
New +$3.88K ﹤0.01% 511

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return