Keener Financial Planning’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Keener Financial Planning’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	-543	Closed	-$48K	–	149
2025 Q3	$48K	Hold	543	–	–	0.02%	104
2025 Q2	$43K	Hold	543	–	–	0.02%	109
2025 Q1	$36K	Sell	543 -248	-31%	-$18.5K	0.02%	91
2024 Q4	$60K	Sell	791 -231	-23%	-$17.3K	0.04%	88
2024 Q3	$73K	Hold	1,022	–	–	0.05%	71
2024 Q2	$71K	Hold	1,022	–	–	0.05%	77
2024 Q1	$66K	Hold	1,022	–	–	0.05%	83
2023 Q4	$61K	Buy	+1,022	New	+$56.1K	0.05%	84

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Keener Financial Planning's ONEQ Position: Q4 2025 in Review

Keener Financial Planning sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2025, closing a stake of 543 shares — an estimated $48K sold.

Keener Financial Planning first reported a position in ONEQ in Q4 2023 and held it in 8 quarters. The position peaked at $73K in Q3 2024. 406 funds tracked by Wall St. Rank hold ONEQ as of Q4 2025.

Keener Financial Planning reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 543 Fidelity Nasdaq Composite Index ETF shares in Q4 2025, an estimated $48K.
Keener Financial Planning first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Fidelity Nasdaq Composite Index ETF position peaked at $73K in Q3 2024.
406 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.