CBIZ Investment Advisory Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

CBIZ Investment Advisory Services’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	$18.1K	Buy	213 +1	+0.5%	+$90	﹤0.01%	130
2025 Q4	$19.4K	Hold	212	–	–	﹤0.01%	267
2025 Q3	$18.9K	Hold	212	–	–	﹤0.01%	255
2025 Q2	$17K	Hold	212	–	–	﹤0.01%	285
2025 Q1	$14.4K	Buy	+212	New	+$15.8K	﹤0.01%	276

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

CBIZ Investment Advisory Services's ONEQ Position: Q1 2026 in Review

CBIZ Investment Advisory Services increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.47% in Q1 2026, buying an estimated $90 and bringing the position to 213 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

CBIZ Investment Advisory Services first reported a position in ONEQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.4K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

CBIZ Investment Advisory Services held 213 shares of Fidelity Nasdaq Composite Index ETF worth $18.1K as of Q1 2026.
CBIZ Investment Advisory Services bought 1 Fidelity Nasdaq Composite Index ETF share in Q1 2026, an estimated $90.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #130 holding.
CBIZ Investment Advisory Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 5 quarters since.
CBIZ Investment Advisory Services's Fidelity Nasdaq Composite Index ETF position peaked at $19.4K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.