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

Lineweaver 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 		$6.05M Sell
58,588
-691
-1% -$68.8K 0.72% 32
2026
Q1 		$5.03M Buy
59,279
+604
+1% +$54.2K 0.68% 34
2025
Q4 		$5.36M Sell
58,675
-117
-0.2% -$10.7K 0.73% 32
2025
Q3 		$5.24M Sell
58,792
-2,223
-4% -$188K 0.77% 30
2025
Q2 		$4.89M Buy
61,015
+758
+1% +$54.6K 0.77% 30
2025
Q1 		$4.1M Sell
60,257
-67
-0.1% -$5K 0.7% 31
2024
Q4 		$4.58M Buy
60,324
+60
+0.1% +$4.49K 0.85% 29
2024
Q3 		$4.31M Sell
60,264
-2,509
-4% -$174K 0.82% 26
2024
Q2 		$4.39M Sell
62,773
-2,123
-3% -$139K 0.91% 24
2024
Q1 		$4.18M Sell
64,896
-114
-0.2% -$7.05K 0.99% 21
2023
Q4 		$3.85M Sell
65,010
-20,619
-24% -$1.13M 1% 19
2023
Q3 		$4.45M Sell
85,629
-1,201
-1% -$65.1K 1.29% 17
2023
Q2 		$4.7M Sell
86,830
-50
-0.1% -$2.49K 1.34% 16
2023
Q1 		$4.17M Sell
86,880
-550
-0.6% -$24.8K 1.28% 15
2022
Q4 		$3.58M Sell
87,430
-886
-1% -$37.8K 1.09% 20
2022
Q3 		$3.66M Sell
88,316
-169
-0.2% -$7.87K 1.19% 17
2022
Q2 		$3.82M Sell
88,485
-2,442
-3% -$116K 1.26% 15
2022
Q1 		$5.05M Sell
90,927
-296
-0.3% -$16.2K 1.44% 15
2021
Q4 		$5.55M Sell
91,223
-63
-0.1% -$3.77K 1.6% 14
2021
Q3 		$5.13M Sell
91,286
-562
-0.6% -$32.4K 1.56% 15
2021
Q2 		$5.17M Sell
91,848
-692
-0.7% -$37.2K 1.7% 16
2021
Q1 		$4.75M Buy
92,540
+410
+0.4% +$21.2K 1.69% 17
2020
Q4 		$4.62M Sell
92,130
-1,500
-2% -$69.7K 1.81% 20
2020
Q3 		$4.06M Sell
93,630
-350
-0.4% -$14.9K 1.81% 20
2020
Q2 		$3.68M Buy
93,980
+300
+0.3% +$10.6K 1.87% 18
2020
Q1 		$2.8M Sell
93,680
-6,300
-6% -$215K 1.76% 19
2019
Q4 		$3.5M Buy
+99,980
New +$3.32M 1.97% 17

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

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

Lineweaver Wealth Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.2% in Q2 2026, selling an estimated $68.8K and leaving 58,588 shares worth $6.05M. The position accounts for 0.72% of the portfolio, ranked #32.

Lineweaver Wealth Advisors first reported a position in ONEQ in Q4 2019 and has held it in 27 quarters since. 442 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Lineweaver Wealth Advisors held 58,588 shares of Fidelity Nasdaq Composite Index ETF worth $6.05M as of Q2 2026.
  • Lineweaver Wealth Advisors sold 691 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $68.8K.
  • Fidelity Nasdaq Composite Index ETF made up 0.72% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Lineweaver Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2019 and has held it in 27 quarters since.
  • 442 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.