SFC
ONEQ icon

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

Strategic Financial Concepts’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
-5,726
Closed -$390K – 341
2025
Q1 		$390K Hold
5,726
– – 0.07% 203
2024
Q4 		$436K Buy
+5,726
New +$429K 0.08% 196
2024
Q3 		– Sell
-5,725
Closed -$400K – 558
2024
Q2 		$400K Sell
5,725
-156
-3% -$10.2K 0.23% 82
2024
Q1 		$379K Buy
5,881
+1
+0% +$62 0.09% 194
2023
Q4 		$348K Buy
5,880
+1
+0% +$55 0.21% 98
2023
Q3 		$306K Buy
5,879
+1
+0% +$54 0.1% 179
2023
Q2 		$318K Buy
5,878
+178
+3% +$8.86K 0.12% 164
2023
Q1 		$273K Buy
+5,700
New +$257K 0.11% 166

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