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

Essex 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	$263K	Hold	2,550	–	–	0.01%	692
2026 Q1	$217K	Buy	2,550 +220	+9%	+$19.8K	0.01%	729
2025 Q4	$213K	Hold	2,330	–	–	0.01%	736
2025 Q3	$208K	Buy	+2,330	New	+$197K	0.01%	710

Other funds holding ONEQ

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

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

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

Essex Financial Services held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 2,550 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #692.

Essex Financial Services first reported a position in ONEQ in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Essex Financial Services held 2,550 shares of Fidelity Nasdaq Composite Index ETF worth $263K as of Q2 2026.
Essex Financial Services left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #692 holding.
Essex Financial Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and has held it in 4 quarters since.
342 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.