Strategies Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Strategies Wealth Advisors’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 Q3	–	Sell	-10,612	Closed	-$850K	–	196
2025 Q2	$850K	Hold	10,612	–	–	0.09%	64
2025 Q1	$722K	Sell	10,612 -500	-4%	-$37.3K	0.09%	70
2024 Q4	$862K	Sell	11,112 -493	-4%	-$36.9K	0.11%	57
2024 Q3	$831K	Hold	11,605	–	–	0.11%	48
2024 Q2	$812K	Hold	11,605	–	–	0.12%	45
2024 Q1	$747K	Hold	11,605	–	–	0.12%	49
2023 Q4	$687K	Sell	11,605 -141	-1%	-$7.74K	0.12%	48
2023 Q3	$611K	Buy	11,746 +141	+1%	+$7.64K	0.12%	50
2023 Q2	$628K	Hold	11,605	–	–	0.13%	50
2023 Q1	$556K	Hold	11,605	–	–	0.12%	50
2022 Q4	$475K	Buy	+11,605	New	+$495K	0.12%	54

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

AIIMS

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

KAS

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

Strategies Wealth Advisors's ONEQ Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2025, closing a stake of 10,612 shares — an estimated $850K sold.

Strategies Wealth Advisors first reported a position in ONEQ in Q4 2022 and held it in 11 quarters. The position peaked at $862K in Q4 2024. 384 funds tracked by Wall St. Rank hold ONEQ as of Q3 2025.

Strategies Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2025 after selling out during the quarter.
Strategies Wealth Advisors sold 10,612 Fidelity Nasdaq Composite Index ETF shares in Q3 2025, an estimated $850K.
Strategies Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and held it in 11 quarters.
Strategies Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $862K in Q4 2024.
384 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.