Lane & Associates’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Lane & 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 Q1	$954K	Buy	14,023 +245	+2%	+$18.3K	0.51%	40
2024 Q4	$1.06M	Buy	13,778 +523	+4%	+$39.1K	0.55%	39
2024 Q3	$949K	Sell	13,255 -1,263	-9%	-$87.7K	0.52%	44
2024 Q2	$1.02M	Sell	14,518 -164	-1%	-$10.7K	0.6%	40
2024 Q1	$946K	Sell	14,682 -835	-5%	-$51.6K	0.6%	42
2023 Q4	$919K	Sell	15,517 -778	-5%	-$42.7K	0.67%	36
2023 Q3	$847K	Sell	16,295 -384	-2%	-$20.8K	0.68%	36
2023 Q2	$902K	Buy	16,679 +783	+5%	+$39K	0.72%	36
2023 Q1	$762K	Buy	15,896 +6	+0%	+$270	0.68%	37
2022 Q4	$651K	Buy	+15,890	New	+$678K	0.62%	38

Other funds holding ONEQ

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 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 $4.3B AUM 37.33% 1-Year Est. Return

NRI

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

LGA

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

Lane & Associates's ONEQ Position: Q1 2025 in Review

Lane & Associates increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.8% in Q1 2025, buying an estimated $18.3K and bringing the position to 14,023 shares worth $954K. The position accounts for 0.51% of the portfolio, ranked #40.

Lane & Associates first reported a position in ONEQ in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2024. 332 funds tracked by Wall St. Rank hold ONEQ as of Q1 2025.

Lane & Associates held 14,023 shares of Fidelity Nasdaq Composite Index ETF worth $954K as of Q1 2025.
Lane & Associates bought 245 Fidelity Nasdaq Composite Index ETF shares in Q1 2025, an estimated $18.3K.
Fidelity Nasdaq Composite Index ETF made up 0.51% of Lane & Associates's portfolio in Q1 2025, its #40 holding.
Lane & Associates first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Fidelity Nasdaq Composite Index ETF position peaked at $1.06M in Q4 2024.
332 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.