Oasis Advisors
ONEQ icon

Oasis Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Oasis 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
Q3 		$645K Buy
+6,091
New +$628K 0.27% 47
2026
Q2 		– Sell
-45,661
Closed -$3.88M – 174
2026
Q1 		$3.88M Buy
45,661
+39,140
+600% +$3.52M 0.76% 31
2025
Q4 		$596K Buy
+6,521
New +$594K 0.32% 37

Other funds holding ONEQ

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FOCUS Wealth Advisors
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JVL Associates
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Oasis Advisors's ONEQ Position: Q3 2026 in Review

Oasis Advisors opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2026: 6,091 shares worth $645K. The stake represents 0.27% of the portfolio and ranks #47 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in ONEQ as recently as Q1 2026.

Oasis Advisors first reported a position in ONEQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.88M in Q1 2026. 184 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Oasis Advisors held 6,091 shares of Fidelity Nasdaq Composite Index ETF worth $645K as of Q3 2026.
  • Fidelity Nasdaq Composite Index ETF was a new Oasis Advisors position in Q3 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.27% of Oasis Advisors's portfolio in Q3 2026, its #47 holding.
  • Oasis Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $3.88M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.