Midwest Trust’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Midwest Trust’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 Q3	$355K	Sell	3,352 -30	-0.9%	-$3.09K	﹤0.01%	513
2026 Q2	$349K	Hold	3,382	–	–	﹤0.01%	508
2026 Q1	$287K	Hold	3,382	–	–	﹤0.01%	520
2025 Q4	$309K	Hold	3,382	–	–	﹤0.01%	505
2025 Q3	$301K	Hold	3,382	–	–	﹤0.01%	508
2025 Q2	$271K	Buy	+3,382	New	+$244K	﹤0.01%	536

Other funds holding ONEQ

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Midwest Trust's ONEQ Position: Q3 2026 in Review

Midwest Trust reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.89% in Q3 2026, selling an estimated $3.09K and leaving 3,352 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Midwest Trust first reported a position in ONEQ in Q2 2025 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

Midwest Trust held 3,352 shares of Fidelity Nasdaq Composite Index ETF worth $355K as of Q3 2026.
Midwest Trust sold 30 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $3.09K.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #513 holding.
Midwest Trust first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 6 quarters since.
145 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.