Independent Wealth Network’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Independent Wealth Network’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 Q1	–	Sell	-23,161	Closed	-$1.76M	–	252
2024 Q4	$1.76M	Buy	+23,161	New	+$1.73M	0.71%	34
2024 Q3	–	Sell	-9,155	Closed	-$640K	–	230
2024 Q2	$640K	Buy	+9,155	New	+$600K	0.3%	86

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Independent Wealth Network's ONEQ Position: Q1 2025 in Review

Independent Wealth Network sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2025, closing a stake of 23,161 shares — an estimated $1.76M sold.

Independent Wealth Network first reported a position in ONEQ in Q2 2024 and held it in 2 quarters. The position peaked at $1.76M in Q4 2024. 333 funds tracked by Wall St. Rank hold ONEQ as of Q1 2025.

Independent Wealth Network reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2025 after selling out during the quarter.
Independent Wealth Network sold 23,161 Fidelity Nasdaq Composite Index ETF shares in Q1 2025, an estimated $1.76M.
Independent Wealth Network first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and held it in 2 quarters.
Independent Wealth Network's Fidelity Nasdaq Composite Index ETF position peaked at $1.76M in Q4 2024.
333 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2025.

Based on Independent Wealth Network's 13F filing for Q1 2025, filed 2 May 2025.