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B. Riley Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

B. Riley 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
Q3 		$330K Buy
+3,122
New +$322K 0.01% 709
2025
Q2 		– Sell
-12,225
Closed -$832K – 1285
2025
Q1 		$832K Sell
12,225
-179
-1% -$13.4K 0.02% 568
2024
Q4 		$943K Sell
12,404
-929
-7% -$69.5K 0.03% 465
2024
Q3 		$953K Buy
13,333
+799
+6% +$55.5K 0.03% 511
2024
Q2 		$876K Sell
12,534
-2,498
-17% -$164K 0.02% 583
2024
Q1 		$782K Buy
15,032
+2,330
+18% +$144K 0.02% 605
2023
Q4 		$753K Sell
12,702
-2,330
-16% -$128K 0.02% 629
2023
Q3 		$782K Buy
15,032
+320
+2% +$17.3K 0.02% 605
2023
Q2 		$796K Sell
14,712
-1,533
-9% -$76.3K 0.02% 648
2023
Q1 		$779K Buy
16,245
+14
+0.1% +$630 0.02% 628
2022
Q4 		$665K Sell
16,231
-2,017
-11% -$86.1K 0.02% 681
2022
Q3 		$757K Buy
18,248
+13,312
+270% +$620K 0.02% 599
2022
Q2 		$213K Sell
4,936
-2,230
-31% -$106K 0.01% 1024
2022
Q1 		$399K Sell
7,166
-834
-10% -$45.5K 0.01% 875
2021
Q4 		$488K Buy
8,000
+181
+2% +$10.8K 0.01% 820
2021
Q3 		$440K Buy
7,819
+2,005
+34% +$116K 0.01% 838
2021
Q2 		$381K Sell
5,814
-866
-13% -$46.6K 0.01% 901
2021
Q1 		$342K Buy
+6,680
New +$346K 0.01% 929
2018
Q1 		– Sell
-11,420
Closed -$310K – 702
2017
Q4 		$310K Sell
11,420
-990
-8% -$26.3K 0.04% 430
2017
Q3 		$317K Sell
12,410
-980
-7% -$24.5K 0.05% 354
2017
Q2 		$324K Buy
13,390
+1,600
+14% +$38.4K 0.06% 345
2017
Q1 		$275K Buy
11,790
+1,950
+20% +$44K 0.05% 376
2016
Q4 		$209K Buy
+9,840
New +$206K 0.04% 450
2015
Q1 		– Sell
-7,510
Closed -$139K – 1530
2014
Q4 		$139K Buy
+7,510
New +$136K ﹤0.01% 1553

Other funds holding ONEQ

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

B. Riley Wealth Advisors's ONEQ Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2026: 3,122 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in ONEQ as recently as Q1 2025.

B. Riley Wealth Advisors first reported a position in ONEQ in Q4 2014 and has held it in 24 quarters since. The position peaked at $953K in Q3 2024. 46 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • B. Riley Wealth Advisors held 3,122 shares of Fidelity Nasdaq Composite Index ETF worth $330K as of Q3 2026.
  • Fidelity Nasdaq Composite Index ETF was a new B. Riley Wealth Advisors position in Q3 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #709 holding.
  • B. Riley Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2014 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $953K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.