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

RiverTree 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
Q3 		– Sell
-11,827
Closed -$1.22M – 80
2026
Q2 		$1.22M Sell
11,827
-4,196
-26% -$418K 0.72% 40
2026
Q1 		$1.36M Sell
16,023
-122
-0.8% -$11K 0.86% 35
2025
Q4 		$1.48M Buy
+16,145
New +$1.47M 0.94% 30

Other funds holding ONEQ

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

RiverTree Advisors's ONEQ Position: Q3 2026 in Review

RiverTree Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2026, closing a stake of 11,827 shares — an estimated $1.22M sold.

RiverTree Advisors first reported a position in ONEQ in Q4 2025 and held it in 3 quarters. The position peaked at $1.48M in Q4 2025. 95 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • RiverTree Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2026 after selling out during the quarter.
  • RiverTree Advisors sold 11,827 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $1.22M.
  • RiverTree Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and held it in 3 quarters.
  • RiverTree Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $1.48M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.