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

River 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 Q1	$256K	Hold	3,020	–	–	0.03%	186
2025 Q4	$276K	Hold	3,020	–	–	0.03%	185
2025 Q3	$269K	Buy	3,020 +20	+0.7%	+$1.69K	0.03%	186
2025 Q2	$240K	Hold	3,000	–	–	0.03%	191
2025 Q1	$204K	Hold	3,000	–	–	0.03%	196
2024 Q4	$228K	Buy	+3,000	New	+$225K	0.03%	199

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

River Wealth Advisors's ONEQ Position: Q1 2026 in Review

River Wealth Advisors held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2026 at 3,020 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #186.

River Wealth Advisors first reported a position in ONEQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $276K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

River Wealth Advisors held 3,020 shares of Fidelity Nasdaq Composite Index ETF worth $256K as of Q1 2026.
River Wealth Advisors left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #186 holding.
River Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 6 quarters since.
River Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $276K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.