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

Sax 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 Q2	$246K	Buy	+2,892	New	+$288K	0.01%	488

Other funds holding ONEQ

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

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Sax Wealth Advisors's ONEQ Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 2,892 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #488 among its holdings.

102 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Sax Wealth Advisors held 2,892 shares of Fidelity Nasdaq Composite Index ETF worth $246K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new Sax Wealth Advisors position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #488 holding.
102 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.