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Selective Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Selective Wealth 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 		$319K Buy
3,179
+1
+0% +$100 0.08% 107
2026
Q1 		$308K Buy
3,178
+1
+0% +$90 0.09% 101
2025
Q4 		$294K Buy
3,177
+1
+0% +$91 0.09% 88
2025
Q3 		$284K Buy
3,176
+2
+0.1% +$169 0.09% 84
2025
Q2 		$258K Sell
3,174
-110
-3% -$7.93K 0.09% 88
2025
Q1 		$217K Buy
3,284
+1
+0% +$75 0.09% 92
2024
Q4 		$246K Buy
3,283
+2
+0.1% +$150 0.1% 90
2024
Q3 		$235K Buy
3,281
+1
+0% +$69 0.1% 95
2024
Q2 		$238K Sell
3,280
-180
-5% -$11.8K 0.1% 93
2024
Q1 		$220K Buy
+3,460
New +$214K 0.1% 97
2022
Q4 		$214K Buy
+4,909
New +$210K 0.11% 115

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Selective Wealth Management's ONEQ Position: Q2 2026 in Review

Selective Wealth Management increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.03% in Q2 2026, buying an estimated $100 and bringing the position to 3,179 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #107.

Selective Wealth Management first reported a position in ONEQ in Q4 2022 and has held it in 11 quarters since. 202 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Selective Wealth Management held 3,179 shares of Fidelity Nasdaq Composite Index ETF worth $319K as of Q2 2026.
  • Selective Wealth Management bought 1 Fidelity Nasdaq Composite Index ETF share in Q2 2026, an estimated $100.
  • Fidelity Nasdaq Composite Index ETF made up 0.08% of Selective Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Selective Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and has held it in 11 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.