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Kingswood Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Kingswood Wealth Advisors’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 		$477K Buy
4,619
+70
+2% +$6.97K 0.02% 623
2026
Q1 		$386K Buy
+4,549
New +$409K 0.02% 632

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
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
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

Kingswood Wealth Advisors's ONEQ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.5% in Q2 2026, buying an estimated $6.97K and bringing the position to 4,619 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #623.

Kingswood Wealth Advisors first reported a position in ONEQ in Q1 2026 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Kingswood Wealth Advisors held 4,619 shares of Fidelity Nasdaq Composite Index ETF worth $477K as of Q2 2026.
  • Kingswood Wealth Advisors bought 70 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $6.97K.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #623 holding.
  • Kingswood Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.