NFP Retirement Inc’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

NFP Retirement Inc’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
2026 Q1	$39.8M	Buy	468,223 +29,709	+7%	+$2.67M	2.39%	6
2025 Q4	$40.1M	Sell	438,514 -15,708	-3%	-$1.43M	2.44%	6
2025 Q3	$40.5M	Sell	454,222 -1,798	-0.4%	-$152K	2.58%	5
2025 Q2	$36.5M	Sell	456,020 -676	-0.1%	-$48.7K	2.41%	5
2025 Q1	$31.1M	Buy	456,696 +3,960	+0.9%	+$296K	2.46%	7
2024 Q4	$34.4M	Sell	452,736 -1,081	-0.2%	-$80.9K	2.72%	5
2024 Q3	$32.5M	Sell	453,817 -1,497	-0.3%	-$104K	2.63%	6
2024 Q2	$31.8M	Sell	455,314 -1,933	-0.4%	-$127K	2.67%	6
2024 Q1	$29.4M	Buy	+457,247	New	+$28.3M	2.54%	7

Other funds holding ONEQ

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

NFP Retirement Inc's ONEQ Position: Q1 2026 in Review

NFP Retirement Inc increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 6.8% in Q1 2026, buying an estimated $2.67M and bringing the position to 468,223 shares worth $39.8M. The position accounts for 2.39% of the portfolio, ranked #6.

NFP Retirement Inc first reported a position in ONEQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $40.5M in Q3 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

NFP Retirement Inc held 468,223 shares of Fidelity Nasdaq Composite Index ETF worth $39.8M as of Q1 2026.
NFP Retirement Inc bought 29,709 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $2.67M.
Fidelity Nasdaq Composite Index ETF made up 2.39% of NFP Retirement Inc's portfolio in Q1 2026, its #6 holding.
NFP Retirement Inc first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2024 and has held it in 9 quarters since.
NFP Retirement Inc's Fidelity Nasdaq Composite Index ETF position peaked at $40.5M in Q3 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.