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 Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

HCA

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

KAS

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

Ruedi Wealth Management's ONEQ Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2025, closing a stake of 198 shares — an estimated $13.5K sold.

Ruedi Wealth Management first reported a position in ONEQ in Q4 2022 and held it in 10 quarters. The position peaked at $15.1K in Q4 2024. 365 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

Ruedi Wealth Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 198 Fidelity Nasdaq Composite Index ETF shares in Q2 2025, an estimated $13.5K.
Ruedi Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $15.1K in Q4 2024.
365 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.