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

Physician Wealth 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 Q2	$10.3K	Hold	100	–	–	﹤0.01%	868
2026 Q1	$8.49K	Hold	100	–	–	﹤0.01%	848
2025 Q4	$9.14K	Hold	100	–	–	﹤0.01%	802
2025 Q3	$8.91K	Hold	100	–	–	﹤0.01%	773
2025 Q2	$8.01K	Hold	100	–	–	﹤0.01%	685
2025 Q1	$6.81K	Hold	100	–	–	﹤0.01%	685
2024 Q4	$7.61K	Buy	+100	New	+$7.48K	﹤0.01%	673

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

David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Physician Wealth Advisors's ONEQ Position: Q2 2026 in Review

Physician Wealth Advisors held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 100 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Physician Wealth Advisors first reported a position in ONEQ in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Physician Wealth Advisors held 100 shares of Fidelity Nasdaq Composite Index ETF worth $10.3K as of Q2 2026.
Physician Wealth Advisors left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #868 holding.
Physician Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.