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

Financial Perspectives’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	$2.48K	Hold	24	–	–	﹤0.01%	641
2026 Q1	$2.04K	Hold	24	–	–	﹤0.01%	637
2025 Q4	$2.19K	Hold	24	–	–	﹤0.01%	633
2025 Q3	$2.14K	Hold	24	–	–	﹤0.01%	635
2025 Q2	$1.92K	Hold	24	–	–	﹤0.01%	634
2025 Q1	$1.63K	Hold	24	–	–	﹤0.01%	639
2024 Q4	$1.82K	Hold	24	–	–	﹤0.01%	631
2024 Q3	$1.72K	Hold	24	–	–	﹤0.01%	602
2024 Q2	$1.68K	Buy	+24	New	+$1.57K	﹤0.01%	588

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

Financial Perspectives's ONEQ Position: Q2 2026 in Review

Financial Perspectives held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 24 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Financial Perspectives first reported a position in ONEQ in Q2 2024 and has held it in 9 quarters since. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Financial Perspectives held 24 shares of Fidelity Nasdaq Composite Index ETF worth $2.48K as of Q2 2026.
Financial Perspectives left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #641 holding.
Financial Perspectives first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and has held it in 9 quarters since.
439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.