Root Financial Partners’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Root Financial Partners’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	$426K	Hold	4,023	–	–	0.01%	250
2026 Q2	$415K	Sell	4,023 -5	-0.1%	-$498	0.02%	228
2026 Q1	$342K	Buy	4,028 +355	+10%	+$31.9K	0.02%	228
2025 Q4	$336K	Buy	3,673 +218	+6%	+$19.8K	0.02%	215
2025 Q3	$308K	Hold	3,455	–	–	0.02%	210
2025 Q2	$277K	Buy	+3,455	New	+$249K	0.03%	194

Other funds holding ONEQ

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Root Financial Partners's ONEQ Position: Q3 2026 in Review

Root Financial Partners held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q3 2026 at 4,023 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #250.

Root Financial Partners first reported a position in ONEQ in Q2 2025 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

Root Financial Partners held 4,023 shares of Fidelity Nasdaq Composite Index ETF worth $426K as of Q3 2026.
Root Financial Partners left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q3 2026.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #250 holding.
Root Financial Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2025 and has held it in 6 quarters since.
174 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.