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
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

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

Avidian Wealth Enterprises's ONEQ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.13% in Q2 2026, buying an estimated $597 and bringing the position to 4,540 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #491.

Avidian Wealth Enterprises first reported a position in ONEQ in Q1 2026 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Avidian Wealth Enterprises held 4,540 shares of Fidelity Nasdaq Composite Index ETF worth $469K as of Q2 2026.
  • Avidian Wealth Enterprises bought 6 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $597.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #491 holding.
  • Avidian Wealth Enterprises first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.