CVA Family Office’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

CVA Family Office’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	$15.5K	Hold	150	–	–	﹤0.01%	888
2026 Q1	$12.7K	Hold	150	–	–	﹤0.01%	918
2025 Q4	$13.7K	Hold	150	–	–	﹤0.01%	755
2025 Q3	$13.4K	Hold	150	–	–	﹤0.01%	763
2025 Q2	$12K	Hold	150	–	–	﹤0.01%	770
2025 Q1	$10.2K	Hold	150	–	–	﹤0.01%	789
2024 Q4	$11.4K	Buy	+150	New	+$11.2K	﹤0.01%	770

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

CVA Family Office's ONEQ Position: Q2 2026 in Review

CVA Family Office held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 150 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

CVA Family Office first reported a position in ONEQ in Q4 2024 and has held it in 7 quarters since. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

CVA Family Office held 150 shares of Fidelity Nasdaq Composite Index ETF worth $15.5K as of Q2 2026.
CVA Family Office left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #888 holding.
CVA Family Office first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 7 quarters since.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.