IMA Advisory Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

IMA Advisory Services’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	$32.3K	Hold	380	–	–	﹤0.01%	272
2025 Q4	$34.7K	Hold	380	–	–	﹤0.01%	271
2025 Q3	$33.9K	Hold	380	–	–	﹤0.01%	265
2025 Q2	$30.4K	Hold	380	–	–	﹤0.01%	258
2025 Q1	$25.9K	Buy	+380	New	+$28.4K	﹤0.01%	268

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

IMA Advisory Services's ONEQ Position: Q1 2026 in Review

IMA Advisory Services held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2026 at 380 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

IMA Advisory Services first reported a position in ONEQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $34.7K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

IMA Advisory Services held 380 shares of Fidelity Nasdaq Composite Index ETF worth $32.3K as of Q1 2026.
IMA Advisory Services left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #272 holding.
IMA Advisory Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 5 quarters since.
IMA Advisory Services's Fidelity Nasdaq Composite Index ETF position peaked at $34.7K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.