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

Curio 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
Q2 		– Sell
-1,740
Closed -$148K – 812
2026
Q1 		$148K Hold
1,740
– – 0.05% 84
2025
Q4 		$162K Hold
1,740
– – 0.06% 86
2025
Q3 		$155K Buy
+1,740
New +$147K 0.06% 78

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 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 $1.55T 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
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

Curio Wealth's ONEQ Position: Q2 2026 in Review

Curio Wealth sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026, closing a stake of 1,740 shares — an estimated $148K sold.

Curio Wealth first reported a position in ONEQ in Q3 2025 and held it in 3 quarters. The position peaked at $162K in Q4 2025. 444 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Curio Wealth reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1,740 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $148K.
  • Curio Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and held it in 3 quarters.
  • Curio Wealth's Fidelity Nasdaq Composite Index ETF position peaked at $162K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.