PKS Advisory Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

PKS 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	$2.7M	Buy	26,192 +3,851	+17%	+$383K	0.43%	48
2026 Q1	$1.9M	Sell	22,341 -2,058	-8%	-$185K	0.44%	48
2025 Q4	$2.23M	Sell	24,399 -3,071	-11%	-$280K	0.51%	40
2025 Q3	$2.45M	Sell	27,470 -136	-0.5%	-$11.5K	0.51%	37
2025 Q2	$2.21M	Sell	27,606 -7,894	-22%	-$569K	0.55%	37
2025 Q1	$2.42M	Sell	35,500 -1,244	-3%	-$92.8K	0.66%	31
2024 Q4	$2.79M	Buy	+36,744	New	+$2.75M	0.7%	25

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

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 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

PKS Advisory Services's ONEQ Position: Q2 2026 in Review

PKS Advisory Services increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 17% in Q2 2026, buying an estimated $383K and bringing the position to 26,192 shares worth $2.7M. The position accounts for 0.43% of the portfolio, ranked #48.

PKS Advisory Services first reported a position in ONEQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q4 2024. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

PKS Advisory Services held 26,192 shares of Fidelity Nasdaq Composite Index ETF worth $2.7M as of Q2 2026.
PKS Advisory Services bought 3,851 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $383K.
Fidelity Nasdaq Composite Index ETF made up 0.43% of PKS Advisory Services's portfolio in Q2 2026, its #48 holding.
PKS Advisory Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Fidelity Nasdaq Composite Index ETF position peaked at $2.79M in Q4 2024.
439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.