Greenhouse Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Greenhouse Wealth Management’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	$690K	Hold	8,130	–	–	0.43%	31
2025 Q4	$743K	Hold	8,130	–	–	0.44%	29
2025 Q3	$725K	Hold	8,130	–	–	0.44%	29
2025 Q2	$648K	Buy	+8,130	New	+$586K	0.42%	31
2025 Q1	–	Sell	-8,130	Closed	-$618K	–	60
2024 Q4	$618K	Hold	8,130	–	–	0.41%	33
2024 Q3	$581K	Hold	8,130	–	–	0.39%	34
2024 Q2	$569K	Hold	8,130	–	–	0.42%	33
2024 Q1	$524K	Hold	8,130	–	–	0.39%	32
2023 Q4	$482K	Hold	8,130	–	–	0.39%	32
2023 Q3	$423K	Hold	8,130	–	–	0.38%	32
2023 Q2	$440K	Hold	8,130	–	–	0.39%	33
2023 Q1	$390K	Hold	8,130	–	–	0.37%	33
2022 Q4	$333K	Hold	8,130	–	–	0.34%	34
2022 Q3	$337K	Hold	8,130	–	–	0.37%	34
2022 Q2	$351K	Hold	8,130	–	–	0.38%	33
2022 Q1	$452K	Hold	8,130	–	–	0.42%	31
2021 Q4	$495K	Hold	8,130	–	–	0.44%	31
2021 Q3	$457K	Hold	8,130	–	–	0.43%	31
2021 Q2	$458K	Hold	8,130	–	–	0.43%	31
2021 Q1	$418K	Hold	8,130	–	–	0.41%	33
2020 Q4	$408K	Buy	+8,130	New	+$378K	0.4%	33

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Greenhouse Wealth Management's ONEQ Position: Q1 2026 in Review

Greenhouse Wealth Management held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2026 at 8,130 shares worth $690K. The position accounts for 0.43% of the portfolio, ranked #31.

Greenhouse Wealth Management first reported a position in ONEQ in Q4 2020 and has held it in 21 quarters since. The position peaked at $743K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Greenhouse Wealth Management held 8,130 shares of Fidelity Nasdaq Composite Index ETF worth $690K as of Q1 2026.
Greenhouse Wealth Management left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up 0.43% of Greenhouse Wealth Management's portfolio in Q1 2026, its #31 holding.
Greenhouse Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and has held it in 21 quarters since.
Greenhouse Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $743K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.