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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
Q2 		$4.73M Buy
45,808
+18,887
+70% +$1.88M 0.46% 58
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
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
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

AssuredPartners Investment Advisors's ONEQ Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 70% in Q2 2026, buying an estimated $1.88M and bringing the position to 45,808 shares worth $4.73M. The position accounts for 0.46% of the portfolio, ranked #58.

AssuredPartners Investment Advisors first reported a position in ONEQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.27M in Q4 2025. 442 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • AssuredPartners Investment Advisors held 45,808 shares of Fidelity Nasdaq Composite Index ETF worth $4.73M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 18,887 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $1.88M.
  • Fidelity Nasdaq Composite Index ETF made up 0.46% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • AssuredPartners Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $5.27M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.