SXL
ONEQ icon

Summit X LLC’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Summit X LLC’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
-9,499
Closed -$761K – 168
2025
Q2 		$761K Sell
9,499
-7,353
-44% -$530K 0.14% 110
2025
Q1 		$1.15M Buy
16,852
+8,907
+112% +$665K 0.24% 84
2024
Q4 		$604K Buy
+7,945
New +$595K 0.13% 112

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fisher Asset Management
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
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

Summit X LLC's ONEQ Position: Q3 2025 in Review

Summit X LLC sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2025, closing a stake of 9,499 shares — an estimated $761K sold.

Summit X LLC first reported a position in ONEQ in Q4 2024 and held it in 3 quarters. The position peaked at $1.15M in Q1 2025. 384 funds tracked by Wall St. Rank hold ONEQ as of Q3 2025.

  • Summit X LLC reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 9,499 Fidelity Nasdaq Composite Index ETF shares in Q3 2025, an estimated $761K.
  • Summit X LLC first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and held it in 3 quarters.
  • Summit X LLC's Fidelity Nasdaq Composite Index ETF position peaked at $1.15M in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.