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Safeguard Financial’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Safeguard Financial’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
-2,752
Closed -$209K – 116
2024
Q4 		$209K Buy
+2,752
New +$206K 0.05% 111
2023
Q3 		– Sell
-2,191
Closed -$118K – 402
2023
Q2 		$118K Buy
+2,191
New +$109K 0.06% 91

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 $377B 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

Safeguard Financial's ONEQ Position: Q1 2025 in Review

Safeguard Financial sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2025, closing a stake of 2,752 shares — an estimated $209K sold.

Safeguard Financial first reported a position in ONEQ in Q2 2023 and held it in 2 quarters. The position peaked at $209K in Q4 2024. 332 funds tracked by Wall St. Rank hold ONEQ as of Q1 2025.

  • Safeguard Financial reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2025 after selling out during the quarter.
  • Safeguard Financial sold 2,752 Fidelity Nasdaq Composite Index ETF shares in Q1 2025, an estimated $209K.
  • Safeguard Financial first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and held it in 2 quarters.
  • Safeguard Financial's Fidelity Nasdaq Composite Index ETF position peaked at $209K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.