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 Q2	$46.8M	Sell	452,346 -15,877	-3%	-$1.58M	2.57%	4
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 $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 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

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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LGA

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

NFP Retirement Inc's ONEQ Position: Q2 2026 in Review

NFP Retirement Inc reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 3.4% in Q2 2026, selling an estimated $1.58M and leaving 452,346 shares worth $46.8M. The position accounts for 2.57% of the portfolio, ranked #4.

NFP Retirement Inc first reported a position in ONEQ in Q1 2024 and has held it in 10 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

NFP Retirement Inc held 452,346 shares of Fidelity Nasdaq Composite Index ETF worth $46.8M as of Q2 2026.
NFP Retirement Inc sold 15,877 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $1.58M.
Fidelity Nasdaq Composite Index ETF made up 2.57% of NFP Retirement Inc's portfolio in Q2 2026, its #4 holding.
NFP Retirement Inc first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2024 and has held it in 10 quarters since.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.