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LVM Capital Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

LVM Capital Management’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 		$235K Buy
+2,281
New +$227K 0.02% 152
2026
Q1 		– Sell
-2,281
Closed -$208K – 169
2025
Q4 		$208K Hold
2,281
– – 0.02% 153
2025
Q3 		$203K Buy
+2,281
New +$193K 0.02% 157

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

LVM Capital Management's ONEQ Position: Q2 2026 in Review

LVM Capital Management opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 2,281 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #152 among its holdings. This is a return to the name: LVM Capital Management previously reported a position in ONEQ as recently as Q4 2025.

LVM Capital Management first reported a position in ONEQ in Q3 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • LVM Capital Management held 2,281 shares of Fidelity Nasdaq Composite Index ETF worth $235K as of Q2 2026.
  • Fidelity Nasdaq Composite Index ETF was a new LVM Capital Management position in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #152 holding.
  • LVM Capital Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.