N.E.W. Advisory Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

N.E.W. Advisory Services’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	$876K	Sell	8,491 -203	-2%	-$20.2K	0.06%	113
2026 Q1	$738K	Sell	8,694 -374	-4%	-$33.6K	0.06%	116
2025 Q4	$829K	Buy	9,068 +4	+0%	+$364	0.06%	107
2025 Q3	$808K	Buy	9,064 +5	+0.1%	+$422	0.07%	91
2025 Q2	$726K	Sell	9,059 -6,663	-42%	-$480K	0.07%	94
2025 Q1	$1.07M	Buy	15,722 +6,481	+70%	+$484K	0.08%	79
2024 Q4	$703K	Sell	9,241 -614	-6%	-$46K	0.07%	94
2024 Q3	$706K	Buy	9,855 +5	+0.1%	+$347	0.07%	90
2024 Q2	$689K	Sell	9,850 -1,945	-16%	-$127K	0.07%	85
2024 Q1	$760K	Buy	11,795 +448	+4%	+$27.7K	0.08%	82
2023 Q4	$672K	Sell	11,347 -277	-2%	-$15.2K	0.08%	86
2023 Q3	$604K	Buy	11,624 +3	+0%	+$163	0.09%	86
2023 Q2	$628K	Sell	11,621 -87	-0.7%	-$4.33K	0.09%	77
2023 Q1	$561K	Sell	11,708 -238	-2%	-$10.7K	0.08%	80
2022 Q4	$489K	Sell	11,946 -175	-1%	-$7.47K	0.08%	80
2022 Q3	$502K	Buy	12,121 +4	+0%	+$186	0.09%	74
2022 Q2	$523K	Buy	12,117 +10,546	+671%	+$503K	0.09%	70
2022 Q1	$808K	Sell	1,571 -14,075	-90%	-$769K	0.15%	62
2021 Q4	$953K	Sell	15,646 -27	-0.2%	-$1.62K	0.14%	58
2021 Q3	$881K	Sell	15,673 -37	-0.2%	-$2.13K	0.14%	60
2021 Q2	$887K	Hold	15,710	–	–	0.15%	60
2021 Q1	$820K	Sell	15,710 -2,010	-11%	-$104K	0.15%	63
2020 Q4	$892K	Sell	17,720 -5,130	-22%	-$239K	0.19%	58
2020 Q3	$988K	Sell	22,850 -620	-3%	-$26.4K	0.28%	41
2020 Q2	$918K	Buy	+23,470	New	+$831K	0.29%	41
2019 Q4	$922K	Buy	+26,340	New	+$874K	0.3%	42

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

N.E.W. Advisory Services's ONEQ Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 2.3% in Q2 2026, selling an estimated $20.2K and leaving 8,491 shares worth $876K. The position accounts for 0.06% of the portfolio, ranked #113.

N.E.W. Advisory Services first reported a position in ONEQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.07M in Q1 2025. 302 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

N.E.W. Advisory Services held 8,491 shares of Fidelity Nasdaq Composite Index ETF worth $876K as of Q2 2026.
N.E.W. Advisory Services sold 203 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $20.2K.
Fidelity Nasdaq Composite Index ETF made up 0.06% of N.E.W. Advisory Services's portfolio in Q2 2026, its #113 holding.
N.E.W. Advisory Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Fidelity Nasdaq Composite Index ETF position peaked at $1.07M in Q1 2025.
302 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.