Tyler-Stone Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Tyler-Stone 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	-3,100	Closed	-$211K	–	335
2025 Q1	$211K	Hold	3,100	–	–	0.04%	308
2024 Q4	$236K	Hold	3,100	–	–	0.04%	291
2024 Q3	$222K	Buy	3,100 +1,550	+100%	+$108K	0.04%	296
2024 Q2	$108K	Hold	1,550	–	–	0.04%	278
2024 Q1	$99.8K	Hold	1,550	–	–	0.04%	276
2023 Q4	$91.8K	Hold	1,550	–	–	0.05%	275
2023 Q3	$81K	Hold	1,550	–	–	0.05%	276
2023 Q2	$84K	Buy	+1,550	New	+$77.1K	0.05%	267
2022 Q4	$64K	Hold	1,550	–	–	0.04%	282
2022 Q3	$64K	Hold	1,550	–	–	0.05%	270
2022 Q2	$67K	Hold	1,550	–	–	0.04%	285
2022 Q1	$86K	Hold	1,550	–	–	0.05%	274
2021 Q4	$94K	Buy	+1,550	New	+$92.9K	0.05%	285

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B 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

Tyler-Stone Wealth Management's ONEQ Position: Q2 2025 in Review

Tyler-Stone Wealth Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2025, closing a stake of 3,100 shares — an estimated $211K sold.

Tyler-Stone Wealth Management first reported a position in ONEQ in Q4 2021 and held it in 13 quarters. The position peaked at $236K in Q4 2024. 364 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

Tyler-Stone Wealth Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2025 after selling out during the quarter.
Tyler-Stone Wealth Management sold 3,100 Fidelity Nasdaq Composite Index ETF shares in Q2 2025, an estimated $211K.
Tyler-Stone Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2021 and held it in 13 quarters.
Tyler-Stone Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $236K in Q4 2024.
364 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.