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

Pinnacle Family 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 		$4.73M Sell
45,863
-747
-2% -$74.4K 1.99% 12
2026
Q1 		$3.96M Buy
46,610
+1,198
+3% +$108K 1.86% 14
2025
Q4 		$4.15M Buy
45,412
+321
+0.7% +$29.2K 1.83% 12
2025
Q3 		$4.02M Buy
45,091
+12,483
+38% +$1.05M 1.75% 13
2025
Q2 		$2.6M Buy
32,608
+9,433
+41% +$680K 1.26% 20
2025
Q1 		$1.58M Buy
23,175
+272
+1% +$20.3K 0.86% 34
2024
Q4 		$1.74M Buy
22,903
+357
+2% +$26.7K 0.84% 30
2024
Q3 		$1.61M Sell
22,546
-15,498
-41% -$1.08M 0.84% 37
2024
Q2 		$2.66M Sell
38,044
-32,440
-46% -$2.12M 1.47% 21
2024
Q1 		$4.54M Sell
70,484
-2,483
-3% -$154K 2.42% 14
2023
Q4 		$4.32M Buy
72,967
+14,381
+25% +$789K 2.54% 10
2023
Q3 		$3.05M Buy
58,586
+20,860
+55% +$1.13M 1.75% 15
2023
Q2 		$2.04M Sell
37,726
-7,642
-17% -$380K 1.1% 17
2023
Q1 		$2.18M Buy
45,368
+14,643
+48% +$659K 1.32% 18
2022
Q4 		$1.26M Buy
+30,725
New +$1.31M 0.9% 23
2022
Q2 		– Sell
-28,221
Closed -$1.57M – 108
2022
Q1 		$1.57M Sell
28,221
-19,966
-41% -$1.09M 0.84% 20
2021
Q4 		$2.94M Sell
48,187
-13,159
-21% -$788K 1.33% 15
2021
Q3 		$3.45M Buy
61,346
+779
+1% +$44.9K 1.54% 11
2021
Q2 		$3.41M Buy
60,567
+557
+0.9% +$30K 1.49% 14
2021
Q1 		$3.08M Sell
60,010
-25,040
-29% -$1.3M 1.62% 11
2020
Q4 		$4.27M Buy
85,050
+7,660
+10% +$356K 2.61% 8
2020
Q3 		$3.36M Sell
77,390
-38,100
-33% -$1.62M 2.27% 11
2020
Q2 		$4.52M Buy
115,490
+47,010
+69% +$1.66M 3.94% 8
2020
Q1 		$2.06M Sell
68,480
-25,660
-27% -$877K 2.48% 12
2019
Q4 		$3.29M Sell
94,140
-20,470
-18% -$680K 2.96% 10
2019
Q3 		$3.6M Buy
114,610
+2,090
+2% +$66.3K 3.18% 9
2019
Q2 		$3.54M Buy
112,520
+300
+0.3% +$9.28K 2.94% 11
2019
Q1 		$3.4M Buy
112,220
+23,790
+27% +$685K 3.02% 10
2018
Q4 		$2.3M Buy
88,430
+27,890
+46% +$789K 1.55% 21
2018
Q3 		$1.91M Buy
60,540
+50
+0.1% +$1.55K 1.01% 23
2018
Q2 		$1.78M Buy
60,490
+26,350
+77% +$761K 0.95% 22
2018
Q1 		$945K Buy
34,140
+7,110
+26% +$202K 0.54% 34
2017
Q4 		$733K Sell
27,030
-20
-0.1% -$532 0.34% 49
2017
Q3 		$690K Sell
27,050
-910
-3% -$22.7K 0.32% 51
2017
Q2 		$676K Sell
27,960
-780
-3% -$18.7K 0.38% 43
2017
Q1 		$670K Sell
28,740
-20
-0.1% -$452 0.41% 41
2016
Q4 		$608K Buy
+28,760
New +$601K 0.37% 48

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
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

Pinnacle Family Advisors's ONEQ Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.6% in Q2 2026, selling an estimated $74.4K and leaving 45,863 shares worth $4.73M. The position accounts for 1.99% of the portfolio, ranked #12.

Pinnacle Family Advisors first reported a position in ONEQ in Q4 2016 and has held it in 37 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Pinnacle Family Advisors held 45,863 shares of Fidelity Nasdaq Composite Index ETF worth $4.73M as of Q2 2026.
  • Pinnacle Family Advisors sold 747 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $74.4K.
  • Fidelity Nasdaq Composite Index ETF made up 1.99% of Pinnacle Family Advisors's portfolio in Q2 2026, its #12 holding.
  • Pinnacle Family Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2016 and has held it in 37 quarters since.
  • 441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.