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

Smartleaf 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 Q1	$2.91M	Sell	35,529 -359	-1%	-$32.2K	0.11%	174
2025 Q4	$3.31M	Buy	35,888 +1,969	+6%	+$179K	0.13%	146
2025 Q3	$3.01M	Buy	33,919 +10,654	+46%	+$899K	0.19%	120
2025 Q2	$1.85M	Sell	23,265 -5,799	-20%	-$418K	0.16%	133
2025 Q1	$1.98M	Buy	29,064 +4,519	+18%	+$337K	0.19%	118
2024 Q4	$1.88M	Buy	24,545 +5,781	+31%	+$433K	0.19%	116
2024 Q3	$1.34M	Buy	18,764 +1,968	+12%	+$137K	0.16%	144
2024 Q2	$1.18M	Buy	16,796 +7,442	+80%	+$487K	0.19%	125
2024 Q1	$604K	Buy	9,354 +4,200	+81%	+$260K	0.12%	197
2023 Q4	$307K	Buy	+5,154	New	+$283K	0.08%	241

Other funds holding ONEQ

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $741M AUM 22.36% 1-Year Est. Return

KAS

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Smartleaf Asset Management's ONEQ Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1% in Q1 2026, selling an estimated $32.2K and leaving 35,529 shares worth $2.91M. The position accounts for 0.11% of the portfolio, ranked #174.

Smartleaf Asset Management first reported a position in ONEQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Smartleaf Asset Management held 35,529 shares of Fidelity Nasdaq Composite Index ETF worth $2.91M as of Q1 2026.
Smartleaf Asset Management sold 359 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $32.2K.
Fidelity Nasdaq Composite Index ETF made up 0.11% of Smartleaf Asset Management's portfolio in Q1 2026, its #174 holding.
Smartleaf Asset Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Fidelity Nasdaq Composite Index ETF position peaked at $3.31M in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.