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Wealthspire Advisors (New York)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-4
Closed -$399 – 2295
2025
Q3 		$399 Buy
+4
New +$338 ﹤0.01% 2864

Other funds holding ONEQ

AF
Align Financial Hermantown, Minnesota $202M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s ONEQ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2025, closing a stake of 4 shares — an estimated $399 sold.

Wealthspire Advisors (New York) first reported a position in ONEQ in Q3 2025 and held it in 1 quarter. The position peaked at $399 in Q3 2025. 405 funds tracked by Wall St. Rank hold ONEQ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4 Fidelity Nasdaq Composite Index ETF shares in Q4 2025, an estimated $399.
  • Wealthspire Advisors (New York) first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity Nasdaq Composite Index ETF position peaked at $399 in Q3 2025.
  • 405 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.