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 Q2	$942K	Buy	9,125 +1,190	+15%	+$118K	0.03%	436
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 $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

Simplicity Wealth's ONEQ Position: Q2 2026 in Review

Simplicity Wealth increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 15% in Q2 2026, buying an estimated $118K and bringing the position to 9,125 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #436.

Simplicity Wealth first reported a position in ONEQ in Q1 2025 and has held it in 6 quarters since. 441 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Simplicity Wealth held 9,125 shares of Fidelity Nasdaq Composite Index ETF worth $942K as of Q2 2026.
Simplicity Wealth bought 1,190 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $118K.
Fidelity Nasdaq Composite Index ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #436 holding.
Simplicity Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2025 and has held it in 6 quarters since.
441 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.