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Gladstone Institutional Advisory’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Gladstone Institutional Advisory’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 		$775K Buy
7,504
+179
+2% +$17.8K 0.02% 477
2026
Q1 		$622K Buy
7,325
+1,124
+18% +$101K 0.02% 486
2025
Q4 		$567K Buy
6,201
+64
+1% +$5.83K 0.02% 474
2025
Q3 		$547K Buy
6,137
+71
+1% +$5.99K 0.02% 494
2025
Q2 		$486K Buy
6,066
+547
+10% +$39.4K 0.02% 501
2025
Q1 		$376K Buy
5,519
+1,554
+39% +$116K 0.02% 541
2024
Q4 		$302K Buy
+3,965
New +$297K 0.01% 582

Other funds holding ONEQ

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gladstone Institutional Advisory's ONEQ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 2.4% in Q2 2026, buying an estimated $17.8K and bringing the position to 7,504 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #477.

Gladstone Institutional Advisory first reported a position in ONEQ in Q4 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Gladstone Institutional Advisory held 7,504 shares of Fidelity Nasdaq Composite Index ETF worth $775K as of Q2 2026.
  • Gladstone Institutional Advisory bought 179 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $17.8K.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #477 holding.
  • Gladstone Institutional Advisory first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.