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Madison Wealth Partners’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Madison Wealth Partners’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 		$4.04M Sell
47,552
-186,885
-80% -$16.8M 0.64% 28
2025
Q4 		$21.4M Sell
234,437
-1,659
-0.7% -$151K 3.91% 8
2025
Q3 		$21M Sell
236,096
-13,812
-6% -$1.17M 4.16% 8
2025
Q2 		$20M Buy
249,908
+18,876
+8% +$1.36M 4.37% 8
2025
Q1 		$15.7M Sell
231,032
-11,105
-5% -$829K 3.88% 8
2024
Q4 		$18.4M Buy
242,137
+6,423
+3% +$481K 5.15% 4
2024
Q3 		$16.9M Sell
235,714
-5,814
-2% -$404K 5% 5
2024
Q2 		$16.9M Buy
241,528
+5,561
+2% +$364K 5.79% 4
2024
Q1 		$15.2M Sell
235,967
-1,112
-0.5% -$68.8K 5.5% 5
2023
Q4 		$14M Buy
237,079
+8,318
+4% +$456K 5.57% 5
2023
Q3 		$11.9M Sell
228,761
-17,841
-7% -$967K 6.02% 5
2023
Q2 		$13.3M Sell
246,602
-4,628
-2% -$230K 6.23% 4
2023
Q1 		$12M Buy
251,230
+13,443
+6% +$605K 6.07% 5
2022
Q4 		$9.74M Buy
237,787
+5,704
+2% +$243K 5.69% 4
2022
Q3 		$9.62M Buy
232,083
+11,787
+5% +$549K 6.29% 4
2022
Q2 		$9.51M Buy
220,296
+20,140
+10% +$960K 6.04% 4
2022
Q1 		$11.1M Buy
200,156
+11,140
+6% +$608K 6.22% 4
2021
Q4 		$11.5M Buy
189,016
+11,345
+6% +$680K 5.79% 5
2021
Q3 		$9.98M Buy
177,671
+11,489
+7% +$663K 5.63% 5
2021
Q2 		$9.36M Buy
+166,182
New +$8.94M 5.36% 5
2021
Q1 		– Sell
-123,360
Closed -$6.19M – 55
2020
Q4 		$6.19M Buy
+123,360
New +$5.74M 4.15% 9

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

Madison Wealth Partners's ONEQ Position: Q1 2026 in Review

Madison Wealth Partners reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 80% in Q1 2026, selling an estimated $16.8M and leaving 47,552 shares worth $4.04M. The position accounts for 0.64% of the portfolio, ranked #28.

Madison Wealth Partners first reported a position in ONEQ in Q4 2020 and has held it in 21 quarters since. The position peaked at $21.4M in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

  • Madison Wealth Partners held 47,552 shares of Fidelity Nasdaq Composite Index ETF worth $4.04M as of Q1 2026.
  • Madison Wealth Partners sold 186,885 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $16.8M.
  • Fidelity Nasdaq Composite Index ETF made up 0.64% of Madison Wealth Partners's portfolio in Q1 2026, its #28 holding.
  • Madison Wealth Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and has held it in 21 quarters since.
  • Madison Wealth Partners's Fidelity Nasdaq Composite Index ETF position peaked at $21.4M in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.