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

Clearstead 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	$106K	Sell	1,030 -602	-37%	-$59.9K	﹤0.01%	1277
2026 Q1	$139K	Buy	+1,632	New	+$147K	﹤0.01%	1069
2025 Q4	–	Sell	-383	Closed	-$34.1K	–	3106
2025 Q3	$34.1K	Buy	+383	New	+$32.3K	﹤0.01%	1417
2020 Q4	–	Sell	-2,480	Closed	-$108K	–	1010
2020 Q3	$108K	Buy	+2,480	New	+$106K	0.01%	362

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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

Clearstead Advisors's ONEQ Position: Q2 2026 in Review

Clearstead Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 37% in Q2 2026, selling an estimated $59.9K and leaving 1,030 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Clearstead Advisors first reported a position in ONEQ in Q3 2020 and has held it in 4 quarters since. The position peaked at $139K in Q1 2026. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Clearstead Advisors held 1,030 shares of Fidelity Nasdaq Composite Index ETF worth $106K as of Q2 2026.
Clearstead Advisors sold 602 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $59.9K.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1277 holding.
Clearstead Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2020 and has held it in 4 quarters since.
Clearstead Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $139K in Q1 2026.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

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