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New Wave Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

New Wave Wealth Advisors’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
-1,462
Closed -$111K – 505
2024
Q4 		$111K Buy
+1,462
New +$109K 0.05% 181

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
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

New Wave Wealth Advisors's ONEQ Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2025, closing a stake of 1,462 shares — an estimated $111K sold.

New Wave Wealth Advisors first reported a position in ONEQ in Q4 2024 and held it in 1 quarter. The position peaked at $111K in Q4 2024. 333 funds tracked by Wall St. Rank hold ONEQ as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,462 Fidelity Nasdaq Composite Index ETF shares in Q1 2025, an estimated $111K.
  • New Wave Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $111K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.