AWE
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Avidian Wealth Enterprises’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-4,540
Closed -$469K – 791
2026
Q2 		$469K Buy
4,540
+6
+0.1% +$597 0.01% 491
2026
Q1 		$385K Buy
+4,534
New +$407K 0.01% 491

Other funds holding ONEQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's ONEQ Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2026, closing a stake of 4,540 shares — an estimated $469K sold.

Avidian Wealth Enterprises first reported a position in ONEQ in Q1 2026 and held it in 2 quarters. The position peaked at $469K in Q2 2026. 20 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,540 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $469K.
  • Avidian Wealth Enterprises first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2026 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Fidelity Nasdaq Composite Index ETF position peaked at $469K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.