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Independent Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Independent Financial Group’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 		$230K Buy
+2,233
New +$222K ﹤0.01% 1397
2026
Q1 		– Sell
-2,358
Closed -$216K – 1499
2025
Q4 		$216K Sell
2,358
-491
-17% -$44.7K ﹤0.01% 1314
2025
Q3 		$254K Sell
2,849
-691
-20% -$58.3K 0.01% 1166
2025
Q2 		$284K Buy
+3,540
New +$255K 0.01% 1058

Other funds holding ONEQ

NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Independent Financial Group's ONEQ Position: Q2 2026 in Review

Independent Financial Group opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 2,233 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in ONEQ as recently as Q4 2025.

Independent Financial Group first reported a position in ONEQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $284K in Q2 2025. 421 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Independent Financial Group held 2,233 shares of Fidelity Nasdaq Composite Index ETF worth $230K as of Q2 2026.
  • Fidelity Nasdaq Composite Index ETF was a new Independent Financial Group position in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1397 holding.
  • Independent Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Fidelity Nasdaq Composite Index ETF position peaked at $284K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.