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Larson Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Larson Financial 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 		$6.96K Sell
82
-1,494
-95% -$134K ﹤0.01% 2436
2025
Q4 		$144K Sell
1,576
-237
-13% -$21.6K ﹤0.01% 800
2025
Q3 		$162K Sell
1,813
-584
-24% -$49.3K 0.01% 754
2025
Q2 		$192K Buy
2,397
+2,076
+647% +$150K 0.01% 666
2025
Q1 		$21.8K Sell
321
-1,192
-79% -$89K ﹤0.01% 1326
2024
Q4 		$115K Hold
1,513
– – 0.01% 701
2024
Q3 		$108K Buy
1,513
+239
+19% +$16.6K 0.01% 710
2024
Q2 		$89.1K Buy
1,274
+82
+7% +$5.37K 0.01% 677
2024
Q1 		$76.8K Sell
1,192
-255
-18% -$15.8K 0.01% 595
2023
Q4 		$85.7K Buy
1,447
+255
+21% +$14K 0.01% 524
2023
Q3 		$62K Hold
1,192
– – 0.01% 554
2023
Q2 		$64.5K Hold
1,192
– – 0.01% 502
2023
Q1 		$57.2K Sell
1,192
-14,000
-92% -$630K 0.01% 522
2022
Q4 		$622K Buy
15,192
+13,880
+1,058% +$592K 0.07% 175
2022
Q3 		$54K Sell
1,312
-1,423
-52% -$66.3K 0.01% 457
2022
Q2 		$118K Buy
2,735
+118
+5% +$5.63K 0.02% 243
2022
Q1 		$145K Buy
2,617
+2,597
+12,985% +$142K 0.02% 232
2021
Q4 		$1K Hold
20
– – ﹤0.01% 1028
2021
Q3 		$1K Hold
20
– – ﹤0.01% 841
2021
Q2 		$1K Buy
+20
New +$1.08K ﹤0.01% 783

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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

Larson Financial Group's ONEQ Position: Q1 2026 in Review

Larson Financial Group reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 95% in Q1 2026, selling an estimated $134K and leaving 82 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Larson Financial Group first reported a position in ONEQ in Q2 2021 and has held it in 20 quarters since. The position peaked at $622K in Q4 2022. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

  • Larson Financial Group held 82 shares of Fidelity Nasdaq Composite Index ETF worth $6.96K as of Q1 2026.
  • Larson Financial Group sold 1,494 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $134K.
  • Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2436 holding.
  • Larson Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2021 and has held it in 20 quarters since.
  • Larson Financial Group's Fidelity Nasdaq Composite Index ETF position peaked at $622K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.