KFP
ONEQ icon

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

AF
Align Financial Hermantown, Minnesota $176M AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return