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

Simplicity Wealth’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 Q1	$674K	Sell	7,935 -216	-3%	-$19.4K	0.04%	381
2025 Q4	$745K	Buy	8,151 +2,899	+55%	+$264K	0.04%	344
2025 Q3	$468K	Buy	5,252 +729	+16%	+$61.5K	0.03%	458
2025 Q2	$362K	Buy	4,523 +459	+11%	+$33.1K	0.02%	515
2025 Q1	$277K	Buy	+4,064	New	+$303K	0.02%	439

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HCA

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

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Simplicity Wealth's ONEQ Position: Q1 2026 in Review

Simplicity Wealth reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 2.6% in Q1 2026, selling an estimated $19.4K and leaving 7,935 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #381.

Simplicity Wealth first reported a position in ONEQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $745K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Simplicity Wealth held 7,935 shares of Fidelity Nasdaq Composite Index ETF worth $674K as of Q1 2026.
Simplicity Wealth sold 216 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $19.4K.
Fidelity Nasdaq Composite Index ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #381 holding.
Simplicity Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's Fidelity Nasdaq Composite Index ETF position peaked at $745K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.