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

GoalVest 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	$7.84K	Buy	+76	New	+$7.57K	﹤0.01%	358

Other funds holding ONEQ

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GoalVest Advisory's ONEQ Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 76 shares worth $7.84K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings.

74 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

GoalVest Advisory held 76 shares of Fidelity Nasdaq Composite Index ETF worth $7.84K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new GoalVest Advisory position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #358 holding.
74 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.