Allied Private Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Allied Private Wealth’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
2026 Q2	$52K	Buy	+510	New	+$50.8K	0.03%	235

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KAS

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

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Allied Private Wealth's ONEQ Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 510 shares worth $52K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings.

440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Allied Private Wealth held 510 shares of Fidelity Nasdaq Composite Index ETF worth $52K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new Allied Private Wealth position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.03% of Allied Private Wealth's portfolio in Q2 2026, its #235 holding.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.