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

Fortune Financial Group’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 		$1.53M Buy
+14,840
New +$1.48M 1.2% 20
2026
Q1 		– Sell
-15,050
Closed -$1.57M – 95
2025
Q4 		$1.57M Buy
+15,050
New +$1.37M 1.54% 18

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

Fortune Financial Group's ONEQ Position: Q2 2026 in Review

Fortune Financial Group opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 14,840 shares worth $1.53M. The stake represents 1.2% of the portfolio and ranks #20 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in ONEQ as recently as Q4 2025.

Fortune Financial Group first reported a position in ONEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2025. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Fortune Financial Group held 14,840 shares of Fidelity Nasdaq Composite Index ETF worth $1.53M as of Q2 2026.
  • Fidelity Nasdaq Composite Index ETF was a new Fortune Financial Group position in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up 1.2% of Fortune Financial Group's portfolio in Q2 2026, its #20 holding.
  • Fortune Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Fortune Financial Group's Fidelity Nasdaq Composite Index ETF position peaked at $1.57M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.