Global Wealth Strategies & Associates’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Global Wealth Strategies & Associates’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	-1,800	Closed	-$144K	–	495
2025 Q2	$144K	Hold	1,800	–	–	0.04%	61
2025 Q1	$123K	Sell	1,800 -300	-14%	-$22.4K	0.04%	64
2024 Q4	$160K	Hold	2,100	–	–	0.05%	61
2024 Q3	$150K	Hold	2,100	–	–	0.05%	56
2024 Q2	$147K	Sell	2,100 -200	-9%	-$13.1K	0.05%	48
2024 Q1	$148K	Sell	2,300 -270	-11%	-$16.7K	0.06%	53
2023 Q4	$152K	Buy	+2,570	New	+$141K	0.06%	47

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Global Wealth Strategies & Associates's ONEQ Position: Q3 2025 in Review

Global Wealth Strategies & Associates sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2025, closing a stake of 1,800 shares — an estimated $144K sold.

Global Wealth Strategies & Associates first reported a position in ONEQ in Q4 2023 and held it in 7 quarters. The position peaked at $160K in Q4 2024. 383 funds tracked by Wall St. Rank hold ONEQ as of Q3 2025.

Global Wealth Strategies & Associates reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1,800 Fidelity Nasdaq Composite Index ETF shares in Q3 2025, an estimated $144K.
Global Wealth Strategies & Associates first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and held it in 7 quarters.
Global Wealth Strategies & Associates's Fidelity Nasdaq Composite Index ETF position peaked at $160K in Q4 2024.
383 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2025, filed 2 Oct 2025.