Secure Asset Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Secure Asset Management’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	$3.82M	Buy	+37,041	New	+$3.69M	0.54%	52
2025 Q4	–	Sell	-9,069	Closed	-$812K	–	357
2025 Q3	$812K	Hold	9,069	–	–	0.13%	140
2025 Q2	$726K	Hold	9,069	–	–	0.13%	158
2025 Q1	$617K	Hold	9,069	–	–	0.12%	156
2024 Q4	$690K	Buy	+9,069	New	+$679K	0.1%	163

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KAS

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

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Secure Asset Management's ONEQ Position: Q2 2026 in Review

Secure Asset Management opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 37,041 shares worth $3.82M. The stake represents 0.54% of the portfolio and ranks #52 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in ONEQ as recently as Q3 2025.

Secure Asset Management first reported a position in ONEQ in Q4 2024 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Secure Asset Management held 37,041 shares of Fidelity Nasdaq Composite Index ETF worth $3.82M as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new Secure Asset Management position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.54% of Secure Asset Management's portfolio in Q2 2026, its #52 holding.
Secure Asset Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 5 quarters since.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.