Coastline Complete Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Coastline Complete Wealth’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	$8.6M	Buy	+101,306	New	+$9.1M	5.33%	6

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Coastline Complete Wealth's ONEQ Position: Q1 2026 in Review

Coastline Complete Wealth opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026: 101,306 shares worth $8.6M. The stake represents 5.33% of the portfolio and ranks #6 among its holdings.

395 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Coastline Complete Wealth held 101,306 shares of Fidelity Nasdaq Composite Index ETF worth $8.6M as of Q1 2026.
Fidelity Nasdaq Composite Index ETF was a new Coastline Complete Wealth position in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up 5.33% of Coastline Complete Wealth's portfolio in Q1 2026, its #6 holding.
395 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.