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JGP Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

JGP Wealth Management’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 		$200K Buy
+1,940
New +$193K 0.02% 229

Other funds holding ONEQ

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JGP Wealth Management's ONEQ Position: Q2 2026 in Review

JGP Wealth Management opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 1,940 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings.

164 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • JGP Wealth Management held 1,940 shares of Fidelity Nasdaq Composite Index ETF worth $200K as of Q2 2026.
  • Fidelity Nasdaq Composite Index ETF was a new JGP Wealth Management position in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #229 holding.
  • 164 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.