Higgins & Schmidt Wealth Strategies’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$1.82M	Sell	17,676 -343	-2%	-$34.2K	0.75%	18
2026 Q1	$1.53M	Sell	18,019 -672	-4%	-$60.4K	0.7%	22
2025 Q4	$1.71M	Sell	18,691 -741	-4%	-$67.5K	0.81%	20
2025 Q3	$1.73M	Sell	19,432 -94	-0.5%	-$7.93K	0.87%	19
2025 Q2	$1.56M	Sell	19,526 -747	-4%	-$53.8K	0.87%	18
2025 Q1	$1.38M	Sell	20,273 -143	-0.7%	-$10.7K	0.81%	20
2024 Q4	$1.55M	Sell	20,416 -54	-0.3%	-$4.04K	0.97%	19
2024 Q3	$1.47M	Sell	20,470 -538	-3%	-$37.3K	0.95%	15
2024 Q2	$1.47M	Sell	21,008 -594	-3%	-$38.9K	1.06%	14
2024 Q1	$1.39M	Sell	21,602 -186	-0.9%	-$11.5K	1.03%	14
2023 Q4	$1.29M	Buy	+21,788	New	+$1.2M	1.04%	15

Other funds holding ONEQ

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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

Higgins & Schmidt Wealth Strategies's ONEQ Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.9% in Q2 2026, selling an estimated $34.2K and leaving 17,676 shares worth $1.82M. The position accounts for 0.75% of the portfolio, ranked #18.

Higgins & Schmidt Wealth Strategies first reported a position in ONEQ in Q4 2023 and has held it in 11 quarters since. 203 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 17,676 shares of Fidelity Nasdaq Composite Index ETF worth $1.82M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 343 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $34.2K.
Fidelity Nasdaq Composite Index ETF made up 0.75% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #18 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 11 quarters since.
203 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.