KFA Private Wealth Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

KFA Private Wealth 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 Q3	$4.96M	Buy	46,876 +1,015	+2%	+$105K	1.17%	20
2026 Q2	$4.73M	Buy	45,861 +1,064	+2%	+$106K	1.14%	20
2026 Q1	$3.8M	Buy	44,797 +30,268	+208%	+$2.72M	0.91%	21
2025 Q4	$1.33M	Buy	14,529 +1,064	+8%	+$96.9K	0.32%	42
2025 Q3	$1.2M	Sell	13,465 -223	-2%	-$18.8K	0.34%	40
2025 Q2	$1.1M	Buy	13,688 +4,035	+42%	+$291K	0.34%	42
2025 Q1	$657K	Buy	+9,653	New	+$720K	0.23%	53

Other funds holding ONEQ

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

KFA Private Wealth Group's ONEQ Position: Q3 2026 in Review

KFA Private Wealth Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 2.2% in Q3 2026, buying an estimated $105K and bringing the position to 46,876 shares worth $4.96M. The position accounts for 1.17% of the portfolio, ranked #20.

KFA Private Wealth Group first reported a position in ONEQ in Q1 2025 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

KFA Private Wealth Group held 46,876 shares of Fidelity Nasdaq Composite Index ETF worth $4.96M as of Q3 2026.
KFA Private Wealth Group bought 1,015 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $105K.
Fidelity Nasdaq Composite Index ETF made up 1.17% of KFA Private Wealth Group's portfolio in Q3 2026, its #20 holding.
KFA Private Wealth Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 7 quarters since.
131 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.