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Commonwealth Financial Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Commonwealth Financial 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
Q2 		$18.1M Buy
175,131
+29,363
+20% +$2.92M 2.43% 9
2026
Q1 		$12.4M Buy
145,768
+9,330
+7% +$838K 1.96% 11
2025
Q4 		$12.5M Sell
136,438
-406
-0.3% -$37K 2.06% 10
2025
Q3 		$12.2M Buy
136,844
+42,395
+45% +$3.58M 2.09% 11
2025
Q2 		$7.57M Sell
94,449
-2,355
-2% -$170K 1.46% 19
2025
Q1 		$6.59M Sell
96,804
-35,002
-27% -$2.61M 1.35% 23
2024
Q4 		$10M Sell
131,806
-19,188
-13% -$1.44M 1.96% 11
2024
Q3 		$10.7M Sell
150,994
-2,702
-2% -$188K 2.1% 10
2024
Q2 		$11.2M Buy
153,696
+6,663
+5% +$436K 2.29% 11
2024
Q1 		$8.71M Sell
147,033
-512
-0.3% -$31.7K 2.05% 14
2023
Q4 		$8.74M Buy
147,545
+5,421
+4% +$297K 2.06% 14
2023
Q3 		$7.39M Buy
+142,124
New +$7.7M 2.2% 12

Other funds holding ONEQ

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Commonwealth Financial Services's ONEQ Position: Q2 2026 in Review

Commonwealth Financial Services increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 20% in Q2 2026, buying an estimated $2.92M and bringing the position to 175,131 shares worth $18.1M. The position accounts for 2.43% of the portfolio, ranked #9.

Commonwealth Financial Services first reported a position in ONEQ in Q3 2023 and has held it in 12 quarters since. 74 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Commonwealth Financial Services held 175,131 shares of Fidelity Nasdaq Composite Index ETF worth $18.1M as of Q2 2026.
  • Commonwealth Financial Services bought 29,363 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $2.92M.
  • Fidelity Nasdaq Composite Index ETF made up 2.43% of Commonwealth Financial Services's portfolio in Q2 2026, its #9 holding.
  • Commonwealth Financial Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2023 and has held it in 12 quarters since.
  • 74 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.