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

Regal Investment 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 		$1.09M Sell
10,564
-54
-0.5% -$5.38K 0.06% 300
2026
Q1 		$902K Sell
10,618
-76
-0.7% -$6.83K 0.05% 313
2025
Q4 		$977K Sell
10,694
-516
-5% -$47K 0.06% 286
2025
Q3 		$999K Buy
11,210
+14
+0.1% +$1.18K 0.07% 261
2025
Q2 		$897K Sell
11,196
-70
-0.6% -$5.04K 0.07% 251
2025
Q1 		$767K Sell
11,266
-183
-2% -$13.7K 0.06% 253
2024
Q4 		$871K Sell
11,449
-94,689
-89% -$7.09M 0.07% 244
2024
Q3 		$7.6M Sell
106,138
-251,555
-70% -$17.5M 0.53% 45
2024
Q2 		$25M Buy
357,693
+2,127
+0.6% +$139K 1.63% 5
2024
Q1 		$22.9M Buy
355,566
+5,160
+1% +$319K 1.57% 6
2023
Q4 		$20.8M Sell
350,406
-13,912
-4% -$763K 1.57% 6
2023
Q3 		$18.9M Sell
364,318
-33,935
-9% -$1.84M 1.59% 6
2023
Q2 		$21.5M Sell
398,253
-43,528
-10% -$2.17M 1.81% 6
2023
Q1 		$21.2M Buy
441,781
+17,193
+4% +$774K 1.87% 4
2022
Q4 		$17.4M Buy
424,588
+19,517
+5% +$833K 1.68% 4
2022
Q3 		$16.8M Buy
405,071
+97,956
+32% +$4.56M 1.77% 5
2022
Q2 		$13.3M Buy
307,115
+20,874
+7% +$995K 1.38% 12
2022
Q1 		$15.9M Buy
286,241
+11,229
+4% +$613K 1.46% 10
2021
Q4 		$16.7M Sell
275,012
-2,069
-0.7% -$124K 1.48% 9
2021
Q3 		$15.6M Buy
277,081
+16,794
+6% +$969K 1.51% 7
2021
Q2 		$14.7M Buy
+260,287
New +$14M 1.47% 8
2021
Q1 		– Sell
-259,940
Closed -$13M – 302
2020
Q4 		$13M Buy
+259,940
New +$12.1M 1.47% 10
2020
Q3 		– Sell
-203,170
Closed -$7.95M – 189
2020
Q2 		$7.95M Buy
+203,170
New +$7.19M 1.46% 14
2020
Q1 		– Sell
-6,600
Closed -$231K – 219
2019
Q4 		$231K Sell
6,600
-810
-11% -$26.9K 0.04% 296
2019
Q3 		$233K Sell
7,410
-1,460
-16% -$46.3K 0.05% 281
2019
Q2 		$279K Buy
8,870
+1,340
+18% +$41.5K 0.05% 258
2019
Q1 		$228K Sell
7,530
-870
-10% -$25K 0.05% 276
2018
Q4 		$218K Sell
8,400
-680
-7% -$19.2K 0.05% 293
2018
Q3 		$287K Buy
+9,080
New +$281K 0.06% 248

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

Regal Investment Advisors's ONEQ Position: Q2 2026 in Review

Regal Investment Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.51% in Q2 2026, selling an estimated $5.38K and leaving 10,564 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #300.

Regal Investment Advisors first reported a position in ONEQ in Q3 2018 and has held it in 29 quarters since. The position peaked at $25M in Q2 2024. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Regal Investment Advisors held 10,564 shares of Fidelity Nasdaq Composite Index ETF worth $1.09M as of Q2 2026.
  • Regal Investment Advisors sold 54 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $5.38K.
  • Fidelity Nasdaq Composite Index ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #300 holding.
  • Regal Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2018 and has held it in 29 quarters since.
  • Regal Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $25M in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

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