Independent Advisor Alliance’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Independent Advisor Alliance’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	–	Sell	-69,816	Closed	-$5.93M	–	1452
2026 Q1	$5.93M	Buy	+69,816	New	+$6.27M	0.06%	276
2025 Q1	–	Sell	-9,567	Closed	-$728K	–	1184
2024 Q4	$728K	Buy	+9,567	New	+$716K	0.01%	824
2020 Q1	–	Sell	-17,590	Closed	-$615K	–	712
2019 Q4	$615K	Buy	+17,590	New	+$584K	0.03%	486

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

Independent Advisor Alliance's ONEQ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026, closing a stake of 69,816 shares — an estimated $5.93M sold.

Independent Advisor Alliance first reported a position in ONEQ in Q4 2019 and held it in 3 quarters. The position peaked at $5.93M in Q1 2026. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Independent Advisor Alliance reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 69,816 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $5.93M.
Independent Advisor Alliance first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Fidelity Nasdaq Composite Index ETF position peaked at $5.93M in Q1 2026.
439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.