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ONEQ icon

Ruedi Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-198
Closed -$13.5K – 243
2025
Q1 		$13.5K Hold
198
– – ﹤0.01% 147
2024
Q4 		$15.1K Hold
198
– – ﹤0.01% 142
2024
Q3 		$14.2K Hold
198
– – ﹤0.01% 149
2024
Q2 		$13.8K Hold
198
– – 0.01% 158
2024
Q1 		$12.8K Hold
198
– – 0.01% 148
2023
Q4 		$11.7K Hold
198
– – 0.01% 137
2023
Q3 		$10.3K Sell
198
-2
-1% -$108 0.01% 133
2023
Q2 		$10.8K Hold
200
– – 0.01% 135
2023
Q1 		$9.59K Hold
200
– – 0.01% 161
2022
Q4 		$8.19K Buy
+200
New +$8.54K 0.01% 152

Other funds holding ONEQ

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return