Private Wealth Management Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Private Wealth Management Group’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	$62.1K	Hold	602	–	–	0.01%	216
2026 Q1	$51.1K	Sell	602 -23	-4%	-$2.07K	0.01%	190
2025 Q4	$57.1K	Hold	625	–	–	0.02%	181
2025 Q3	$55.7K	Hold	625	–	–	0.02%	179
2025 Q2	$50.1K	Hold	625	–	–	0.02%	173
2025 Q1	$42.5K	Buy	+625	New	+$46.6K	0.02%	188

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

Private Wealth Management Group's ONEQ Position: Q2 2026 in Review

Private Wealth Management Group held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 602 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #216.

Private Wealth Management Group first reported a position in ONEQ in Q1 2025 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Private Wealth Management Group held 602 shares of Fidelity Nasdaq Composite Index ETF worth $62.1K as of Q2 2026.
Private Wealth Management Group left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #216 holding.
Private Wealth Management Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 6 quarters since.
439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.