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

Serenus 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	$768K	Hold	7,442	–	–	0.13%	38
2026 Q1	$631K	Sell	7,442 -91	-1%	-$8.17K	0.13%	38
2025 Q4	$688K	Buy	7,533 +91	+1%	+$8.28K	0.13%	35
2025 Q3	$663K	Hold	7,442	–	–	0.11%	39
2025 Q2	$596K	Hold	7,442	–	–	0.1%	38
2025 Q1	$507K	Buy	+7,442	New	+$555K	0.08%	35

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

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

Serenus Wealth Advisors held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 7,442 shares worth $768K. The position accounts for 0.13% of the portfolio, ranked #38.

Serenus Wealth Advisors first reported a position in ONEQ in Q1 2025 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Serenus Wealth Advisors held 7,442 shares of Fidelity Nasdaq Composite Index ETF worth $768K as of Q2 2026.
Serenus Wealth Advisors left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.13% of Serenus Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Serenus Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 6 quarters since.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.