Heck Capital Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Heck Capital 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 Q2	$61.6M	Buy	596,957 +10,295	+2%	+$1.03M	3.68%	4
2026 Q1	$49.8M	Sell	586,662 -6,913	-1%	-$621K	3.69%	4
2025 Q4	$54.3M	Sell	593,575 -22,542	-4%	-$2.05M	4.04%	3
2025 Q3	$54.9M	Buy	616,117 +7,415	+1%	+$626K	4.25%	4
2025 Q2	$48.8M	Buy	608,702 +167,440	+38%	+$12.1M	4.19%	5
2025 Q1	$30M	Buy	441,262 +242,186	+122%	+$18.1M	3.38%	6
2024 Q4	$15.1M	Buy	199,076 +9,509	+5%	+$712K	1.74%	15
2024 Q3	$13.6M	Buy	189,567 +2,694	+1%	+$187K	1.56%	15
2024 Q2	$13.1M	Buy	+186,873	New	+$12.2M	1.62%	15
2023 Q3	–	Sell	-185,504	Closed	-$10M	–	189
2023 Q2	$10M	Buy	+185,504	New	+$9.23M	1.73%	20

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

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

LGA

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

AIIMS

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

TAM

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

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

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

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Heck Capital Advisors's ONEQ Position: Q2 2026 in Review

Heck Capital Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.8% in Q2 2026, buying an estimated $1.03M and bringing the position to 596,957 shares worth $61.6M. The position accounts for 3.68% of the portfolio, ranked #4.

Heck Capital Advisors first reported a position in ONEQ in Q2 2023 and has held it in 10 quarters since. 203 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Heck Capital Advisors held 596,957 shares of Fidelity Nasdaq Composite Index ETF worth $61.6M as of Q2 2026.
Heck Capital Advisors bought 10,295 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $1.03M.
Fidelity Nasdaq Composite Index ETF made up 3.68% of Heck Capital Advisors's portfolio in Q2 2026, its #4 holding.
Heck Capital Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and has held it in 10 quarters since.
203 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.