Guardian Wealth Advisors (North Carolina)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$8.25M	Sell	97,176 -6,742	-6%	-$606K	0.52%	36
2025 Q4	$9.5M	Sell	103,918 -3,244	-3%	-$295K	0.59%	36
2025 Q3	$9.55M	Sell	107,162 -3,734	-3%	-$315K	0.62%	34
2025 Q2	$8.88M	Buy	110,896 +537	+0.5%	+$38.7K	0.63%	34
2025 Q1	$7.51M	Sell	110,359 -2,365	-2%	-$176K	0.6%	34
2024 Q4	$8.57M	Sell	112,724 -377	-0.3%	-$28.2K	0.68%	33
2024 Q3	$8.1M	Buy	113,101 +1,743	+2%	+$121K	0.86%	21
2024 Q2	$7.79M	Buy	111,358 +272	+0.2%	+$17.8K	0.91%	20
2024 Q1	$7.15M	Buy	111,086 +2,185	+2%	+$135K	0.88%	19
2023 Q4	$6.45M	Sell	108,901 -15,119	-12%	-$829K	0.98%	17
2023 Q3	$6.45M	Buy	+124,020	New	+$6.72M	1.1%	18

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

Guardian Wealth Advisors (North Carolina)'s ONEQ Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 6.5% in Q1 2026, selling an estimated $606K and leaving 97,176 shares worth $8.25M. The position accounts for 0.52% of the portfolio, ranked #36.

Guardian Wealth Advisors (North Carolina) first reported a position in ONEQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.55M in Q3 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 97,176 shares of Fidelity Nasdaq Composite Index ETF worth $8.25M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 6,742 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $606K.
Fidelity Nasdaq Composite Index ETF made up 0.52% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #36 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2023 and has held it in 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s Fidelity Nasdaq Composite Index ETF position peaked at $9.55M in Q3 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.