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 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

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

KFA Private Wealth Group's ONEQ Position: Q2 2026 in Review

KFA Private Wealth Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 2.4% in Q2 2026, buying an estimated $106K and bringing the position to 45,861 shares worth $4.73M. The position accounts for 1.14% of the portfolio, ranked #20.

KFA Private Wealth Group first reported a position in ONEQ in Q1 2025 and has held it in 6 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

KFA Private Wealth Group held 45,861 shares of Fidelity Nasdaq Composite Index ETF worth $4.73M as of Q2 2026.
KFA Private Wealth Group bought 1,064 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $106K.
Fidelity Nasdaq Composite Index ETF made up 1.14% of KFA Private Wealth Group's portfolio in Q2 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 6 quarters since.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.