Seamount Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Seamount Financial Group’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	$448K	Buy	4,343 +6	+0.1%	+$597	0.18%	97
2026 Q1	$368K	Buy	4,337 +6	+0.1%	+$539	0.17%	102
2025 Q4	$396K	Buy	4,331 +7	+0.2%	+$637	0.18%	98
2025 Q3	$385K	Buy	4,324 +6	+0.1%	+$506	0.18%	99
2025 Q2	$346K	Buy	4,318 +7	+0.2%	+$504	0.18%	102
2025 Q1	$293K	Buy	4,311 +5	+0.1%	+$373	0.2%	88
2024 Q4	$327K	Hold	4,306	–	–	0.23%	81
2024 Q3	$308K	Hold	4,306	–	–	0.23%	83
2024 Q2	$301K	Hold	4,306	–	–	0.25%	78
2024 Q1	$277K	Hold	4,306	–	–	0.24%	78
2023 Q4	$255K	Buy	+4,306	New	+$236K	0.24%	76

Other funds holding ONEQ

HCA

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

TAM

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

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

CFS

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

FWA

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

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

AFG

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

Seamount Financial Group's ONEQ Position: Q2 2026 in Review

Seamount Financial Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.14% in Q2 2026, buying an estimated $597 and bringing the position to 4,343 shares worth $448K. The position accounts for 0.18% of the portfolio, ranked #97.

Seamount Financial Group first reported a position in ONEQ in Q4 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Seamount Financial Group held 4,343 shares of Fidelity Nasdaq Composite Index ETF worth $448K as of Q2 2026.
Seamount Financial Group bought 6 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $597.
Fidelity Nasdaq Composite Index ETF made up 0.18% of Seamount Financial Group's portfolio in Q2 2026, its #97 holding.
Seamount Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 11 quarters since.
147 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.