Leo Wealth LLC’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Leo Wealth LLC’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	$675K	Hold	7,950	–	–	0.05%	225
2025 Q4	$727K	Buy	7,950 +4,563	+135%	+$415K	0.05%	213
2025 Q3	$302K	Hold	3,387	–	–	0.04%	229
2025 Q2	$271K	Hold	3,387	–	–	0.02%	323
2025 Q1	$231K	Hold	3,387	–	–	0.03%	243
2024 Q4	$258K	Hold	3,387	–	–	0.02%	307
2024 Q3	$243K	Buy	+3,387	New	+$235K	0.02%	308

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $741M AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Leo Wealth LLC's ONEQ Position: Q1 2026 in Review

Leo Wealth LLC held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2026 at 7,950 shares worth $675K. The position accounts for 0.05% of the portfolio, ranked #225.

Leo Wealth LLC first reported a position in ONEQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $727K in Q4 2025. 396 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Leo Wealth LLC held 7,950 shares of Fidelity Nasdaq Composite Index ETF worth $675K as of Q1 2026.
Leo Wealth LLC left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #225 holding.
Leo Wealth LLC first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2024 and has held it in 7 quarters since.
Leo Wealth LLC's Fidelity Nasdaq Composite Index ETF position peaked at $727K in Q4 2025.
396 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.