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

Arkadios 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
2026 Q1	$2.27M	Buy	26,760 +15,816	+145%	+$1.42M	0.04%	464
2025 Q4	$1M	Buy	+10,944	New	+$996K	0.02%	702
2021 Q4	–	Sell	-250	Closed	-$14K	–	1383
2021 Q3	$14K	Hold	250	–	–	﹤0.01%	1349
2021 Q2	$14K	Sell	250 -50	-17%	-$2.69K	﹤0.01%	1431
2021 Q1	$15K	Sell	300 -20	-6%	-$1.04K	﹤0.01%	1064
2020 Q4	$16K	Hold	320	–	–	﹤0.01%	827
2020 Q3	$14.5K	Sell	320 -250	-44%	-$10.6K	0.01%	669
2020 Q2	$23.2K	Sell	570 -600	-51%	-$21.2K	0.01%	518
2020 Q1	$34.9K	Buy	+1,170	New	+$40K	0.02%	392

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Arkadios Wealth Advisors's ONEQ Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 145% in Q1 2026, buying an estimated $1.42M and bringing the position to 26,760 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #464.

Arkadios Wealth Advisors first reported a position in ONEQ in Q1 2020 and has held it in 9 quarters since. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Arkadios Wealth Advisors held 26,760 shares of Fidelity Nasdaq Composite Index ETF worth $2.27M as of Q1 2026.
Arkadios Wealth Advisors bought 15,816 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $1.42M.
Fidelity Nasdaq Composite Index ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #464 holding.
Arkadios Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2020 and has held it in 9 quarters since.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.