AssuredPartners Investment Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

AssuredPartners Investment 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	$2.33M	Sell	26,921 -30,756	-53%	-$2.76M	0.25%	103
2025 Q4	$5.27M	Buy	57,677 +45,798	+386%	+$4.17M	0.78%	29
2025 Q3	$1.06M	Buy	11,879 +8,946	+305%	+$755K	0.24%	88
2025 Q2	$235K	Sell	2,933 -65,357	-96%	-$4.71M	0.06%	214
2025 Q1	$4.65M	Buy	68,290 +3,800	+6%	+$284K	0.9%	26
2024 Q4	$4.91M	Buy	+64,490	New	+$4.83M	0.96%	20

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

AssuredPartners Investment Advisors's ONEQ Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 53% in Q1 2026, selling an estimated $2.76M and leaving 26,921 shares worth $2.33M. The position accounts for 0.25% of the portfolio, ranked #103.

AssuredPartners Investment Advisors first reported a position in ONEQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.27M in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

AssuredPartners Investment Advisors held 26,921 shares of Fidelity Nasdaq Composite Index ETF worth $2.33M as of Q1 2026.
AssuredPartners Investment Advisors sold 30,756 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $2.76M.
Fidelity Nasdaq Composite Index ETF made up 0.25% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #103 holding.
AssuredPartners Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $5.27M in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.