Merit Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Merit Financial Group’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	$783K	Buy	7,587 +2,590	+52%	+$258K	﹤0.01%	1215
2026 Q1	$424K	Buy	4,997 +1,442	+41%	+$130K	﹤0.01%	1461
2025 Q4	$325K	Buy	3,555 +649	+22%	+$59.1K	﹤0.01%	1513
2025 Q3	$259K	Buy	2,906 +154	+6%	+$13K	﹤0.01%	1533
2025 Q2	$220K	Buy	+2,752	New	+$198K	﹤0.01%	1498

Other funds holding ONEQ

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Merit Financial Group's ONEQ Position: Q2 2026 in Review

Merit Financial Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 52% in Q2 2026, buying an estimated $258K and bringing the position to 7,587 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Merit Financial Group first reported a position in ONEQ in Q2 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Merit Financial Group held 7,587 shares of Fidelity Nasdaq Composite Index ETF worth $783K as of Q2 2026.
Merit Financial Group bought 2,590 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $258K.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1215 holding.
Merit Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.