Carson Wealth (CWM LLC)
ONEQ icon

Carson Wealth (CWM LLC)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.05M Buy
35,887
+18,191
+103% +$1.63M 0.01% 1022
2025
Q4 		$1.62M Buy
17,696
+777
+5% +$70.7K ﹤0.01% 1248
2025
Q3 		$1.51M Buy
16,919
+365
+2% +$30.8K ﹤0.01% 1218
2025
Q2 		$1.33M Buy
16,554
+2,735
+20% +$197K ﹤0.01% 1121
2025
Q1 		$941K Buy
13,819
+1,874
+16% +$140K ﹤0.01% 1162
2024
Q4 		$909K Buy
11,945
+93
+0.8% +$6.96K ﹤0.01% 1134
2024
Q3 		$849K Hold
11,852
– – ﹤0.01% 1127
2024
Q2 		$829K Hold
11,852
– – ﹤0.01% 999
2024
Q1 		$763K Buy
11,852
+4,336
+58% +$268K ﹤0.01% 968
2023
Q4 		$445K Sell
7,516
-14
-0.2% -$768 ﹤0.01% 1106
2023
Q3 		$391K Sell
7,530
-125
-2% -$6.77K ﹤0.01% 1061
2023
Q2 		$414K Buy
7,655
+125
+2% +$6.22K ﹤0.01% 996
2023
Q1 		$361K Buy
7,530
+3,961
+111% +$178K ﹤0.01% 996
2022
Q4 		$146K Sell
3,569
-13,820
-79% -$590K ﹤0.01% 1219
2022
Q3 		$721K Buy
17,389
+14,263
+456% +$665K 0.01% 640
2022
Q2 		$135K Sell
3,126
-8,209
-72% -$391K ﹤0.01% 1195
2022
Q1 		$630K Buy
11,335
+11,223
+10,021% +$613K ﹤0.01% 660
2021
Q4 		$7K Buy
+112
New +$6.71K ﹤0.01% 2563
2018
Q4 		– Sell
-280
Closed -$9K – 2205
2018
Q3 		$9K Buy
+280
New +$8.66K ﹤0.01% 1197

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ONEQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 103% in Q1 2026, buying an estimated $1.63M and bringing the position to 35,887 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #1022.

Carson Wealth (CWM LLC) first reported a position in ONEQ in Q3 2018 and has held it in 19 quarters since. 394 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,887 shares of Fidelity Nasdaq Composite Index ETF worth $3.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,191 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $1.63M.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1022 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2018 and has held it in 19 quarters since.
  • 394 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.