Moneta Group Investment Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Moneta Group Investment 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 Q1	$2.46M	Buy	28,958 +1,782	+7%	+$160K	0.02%	248
2025 Q4	$2.48M	Sell	27,176 -52	-0.2%	-$4.73K	0.02%	246
2025 Q3	$2.43M	Buy	27,228 +13,614	+100%	+$1.15M	0.02%	246
2025 Q2	$1.09M	Buy	13,614 +48	+0.4%	+$3.46K	0.01%	296
2025 Q1	$923K	Buy	13,566 +1,230	+10%	+$91.8K	0.01%	301
2024 Q4	$938K	Buy	12,336 +189	+2%	+$14.1K	0.01%	294
2024 Q3	$870K	Hold	12,147	–	–	0.01%	296
2024 Q2	$849K	Sell	12,147 -240	-2%	-$15.7K	0.01%	289
2024 Q1	$798K	Buy	12,387 +240	+2%	+$14.8K	0.01%	293
2023 Q4	$720K	Hold	12,147	–	–	0.01%	279
2023 Q3	$632K	Hold	12,147	–	–	0.01%	276
2023 Q2	$657K	Sell	12,147 -1,928	-14%	-$95.9K	0.01%	278
2023 Q1	$675K	Buy	14,075 +1,375	+11%	+$61.9K	0.02%	267
2022 Q4	$577K	Buy	+12,700	New	+$542K	0.02%	271

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Moneta Group Investment Advisors's ONEQ Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 6.6% in Q1 2026, buying an estimated $160K and bringing the position to 28,958 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #248.

Moneta Group Investment Advisors first reported a position in ONEQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.48M in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Moneta Group Investment Advisors held 28,958 shares of Fidelity Nasdaq Composite Index ETF worth $2.46M as of Q1 2026.
Moneta Group Investment Advisors bought 1,782 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $160K.
Fidelity Nasdaq Composite Index ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #248 holding.
Moneta Group Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and has held it in 14 quarters since.
Moneta Group Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $2.48M in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.