Garton & Associates Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Garton & Associates Financial Advisors’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 Q1	–	Sell	-981	Closed	-$89.7K	–	516
2025 Q4	$89.7K	Buy	+981	New	+$89.3K	0.05%	256

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

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

Garton & Associates Financial Advisors's ONEQ Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 981 shares — an estimated $89.7K sold.

Garton & Associates Financial Advisors first reported a position in ONEQ in Q4 2025 and held it in 1 quarter. The position peaked at $89.7K in Q4 2025. 395 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 981 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $89.7K.
Garton & Associates Financial Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $89.7K in Q4 2025.
395 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.