Legacy Advisory Services
ONEQ icon

Legacy Advisory Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Legacy Advisory Services’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 		$367K Sell
3,466
-190
-5% -$19.6K 0.26% 57
2026
Q2 		$377K Hold
3,656
– – 0.27% 35
2026
Q1 		$310K Sell
3,656
-2,753
-43% -$247K 0.24% 44
2025
Q4 		$586K Hold
6,409
– – 0.44% 26
2025
Q3 		$571K Hold
6,409
– – 0.43% 28
2025
Q2 		$513K Buy
+6,409
New +$462K 0.41% 30

Other funds holding ONEQ

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FOCUS Wealth Advisors
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JVL Associates
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Legacy Advisory Services's ONEQ Position: Q3 2026 in Review

Legacy Advisory Services reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 5.2% in Q3 2026, selling an estimated $19.6K and leaving 3,466 shares worth $367K. The position accounts for 0.26% of the portfolio, ranked #57.

Legacy Advisory Services first reported a position in ONEQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $586K in Q4 2025. 145 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Legacy Advisory Services held 3,466 shares of Fidelity Nasdaq Composite Index ETF worth $367K as of Q3 2026.
  • Legacy Advisory Services sold 190 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $19.6K.
  • Fidelity Nasdaq Composite Index ETF made up 0.26% of Legacy Advisory Services's portfolio in Q3 2026, its #57 holding.
  • Legacy Advisory Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 6 quarters since.
  • Legacy Advisory Services's Fidelity Nasdaq Composite Index ETF position peaked at $586K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.