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 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

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

KFA Private Wealth Group's ONEQ Position: Q1 2026 in Review

KFA Private Wealth Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 208% in Q1 2026, buying an estimated $2.72M and bringing the position to 44,797 shares worth $3.8M. The position accounts for 0.91% of the portfolio, ranked #21.

KFA Private Wealth Group first reported a position in ONEQ in Q1 2025 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

KFA Private Wealth Group held 44,797 shares of Fidelity Nasdaq Composite Index ETF worth $3.8M as of Q1 2026.
KFA Private Wealth Group bought 30,268 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $2.72M.
Fidelity Nasdaq Composite Index ETF made up 0.91% of KFA Private Wealth Group's portfolio in Q1 2026, its #21 holding.
KFA Private Wealth Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 5 quarters since.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.