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

IFP 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	$2.78M	Buy	26,975 +332	+1%	+$33.1K	0.05%	398
2026 Q1	$2.26M	Sell	26,643 -728	-3%	-$65.4K	0.05%	410
2025 Q4	$2.5M	Buy	27,371 +13,473	+97%	+$1.23M	0.06%	360
2025 Q3	$1.24M	Hold	13,898	–	–	0.03%	523
2025 Q2	$1.11M	Hold	13,898	–	–	0.03%	549
2025 Q1	$946K	Hold	13,898	–	–	0.03%	573
2024 Q4	$1.06M	Buy	13,898 +2,620	+23%	+$196K	0.03%	510
2024 Q3	$808K	Hold	11,278	–	–	0.03%	531
2024 Q2	$789K	Sell	11,278 -1,588	-12%	-$104K	0.03%	507
2024 Q1	$829K	Buy	12,866 +912	+8%	+$56.4K	0.04%	458
2023 Q4	$708K	Buy	11,954 +21	+0.2%	+$1.15K	0.03%	469
2023 Q3	$620K	Sell	11,933 -646	-5%	-$35K	0.03%	519
2023 Q2	$680K	Sell	12,579 -8,885	-41%	-$442K	0.03%	547
2023 Q1	$6.37M	Buy	21,464 +3,250	+18%	+$146K	0.28%	73
2022 Q4	$5.41M	Sell	18,214 -2,170	-11%	-$92.6K	0.14%	129
2022 Q3	$6.05M	Buy	20,384 +337	+2%	+$15.7K	0.16%	128
2022 Q2	$5.95M	Hold	20,047	–	–	0.19%	110
2022 Q1	$5.95M	Sell	20,047 -11,837	-37%	-$646K	0.19%	110
2021 Q4	$1.96M	Buy	31,884 +15,182	+91%	+$909K	0.04%	272
2021 Q3	$948K	Buy	16,702 +8,285	+98%	+$478K	0.02%	416
2021 Q2	$484K	Sell	8,417 -13	-0.2%	-$700	0.01%	558
2021 Q1	$453K	Sell	8,430 -210	-2%	-$10.9K	0.01%	556
2020 Q4	$462K	Sell	8,640 -18,550	-68%	-$863K	0.02%	533
2020 Q3	$1.18M	Sell	27,190 -14,090	-34%	-$600K	0.07%	262
2020 Q2	$1.58M	Buy	41,280 +2,110	+5%	+$74.7K	0.13%	174
2020 Q1	$1.2M	Sell	39,170 -170	-0.4%	-$5.81K	0.12%	183
2019 Q4	$1.38M	Sell	39,340 -8,510	-18%	-$282K	0.1%	223
2019 Q3	$1.49M	Buy	+47,850	New	+$1.52M	0.1%	229
2019 Q1	$1.02M	Sell	33,710 -2,310	-6%	-$66.5K	0.14%	158
2018 Q4	$931K	Sell	36,020 -950	-3%	-$26.9K	0.06%	365
2018 Q3	$1.17M	Sell	36,970 -150	-0.4%	-$4.64K	0.05%	388
2018 Q2	$1.09M	Sell	37,120 -20,510	-36%	-$592K	0.05%	396
2018 Q1	$1.56M	Hold	57,630	–	–	0.07%	287
2017 Q4	$1.56M	Sell	57,630 -5,990	-9%	-$159K	0.07%	288
2017 Q3	$1.62M	Sell	63,620 -10,110	-14%	-$252K	0.06%	311
2017 Q2	$1.78M	Buy	73,730 +7,110	+11%	+$171K	0.08%	291
2017 Q1	$1.55M	Buy	66,620 +33,500	+101%	+$757K	0.07%	309
2016 Q4	$701K	Buy	33,120 +30,000	+962%	+$627K	0.03%	496
2016 Q3	$65K	Sell	3,120 -6,010	-66%	-$122K	﹤0.01%	1648
2016 Q2	$174K	Sell	9,130 -24,580	-73%	-$469K	0.01%	1040
2016 Q1	$1.02M	Buy	33,710 +25,040	+289%	+$454K	0.14%	158
2015 Q4	$171K	Buy	+8,670	New	+$170K	0.01%	907

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

IFP Advisors's ONEQ Position: Q2 2026 in Review

IFP Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.2% in Q2 2026, buying an estimated $33.1K and bringing the position to 26,975 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #398.

IFP Advisors first reported a position in ONEQ in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.37M in Q1 2023. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

IFP Advisors held 26,975 shares of Fidelity Nasdaq Composite Index ETF worth $2.78M as of Q2 2026.
IFP Advisors bought 332 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $33.1K.
Fidelity Nasdaq Composite Index ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #398 holding.
IFP Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $6.37M in Q1 2023.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.