CIA
ONEQ icon

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

Capital 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 		$205K Buy
+1,990
New +$198K ﹤0.01% 754
2025
Q4 		– Sell
-2,454
Closed -$219K – 763
2025
Q3 		$219K Buy
+2,454
New +$207K ﹤0.01% 675
2025
Q2 		– Sell
-2,940
Closed -$200K – 718
2025
Q1 		$200K Buy
+2,940
New +$219K ﹤0.01% 642

Other funds holding ONEQ

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
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

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

Capital Investment Advisors opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 1,990 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in ONEQ as recently as Q3 2025.

Capital Investment Advisors first reported a position in ONEQ in Q1 2025 and has held it in 3 quarters since. The position peaked at $219K in Q3 2025. 284 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Capital Investment Advisors held 1,990 shares of Fidelity Nasdaq Composite Index ETF worth $205K as of Q2 2026.
  • Fidelity Nasdaq Composite Index ETF was a new Capital Investment Advisors position in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #754 holding.
  • Capital Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 3 quarters since.
  • Capital Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $219K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.