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Spartan Wealth Advisory Services LLC’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$3.15M Hold
30,500
– – 0.26% 86
2026
Q1 		$2.59M Buy
+30,500
New +$2.74M 0.23% 93

Other funds holding ONEQ

NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's ONEQ Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 30,500 shares worth $3.15M. The position accounts for 0.26% of the portfolio, ranked #86.

Spartan Wealth Advisory Services LLC first reported a position in ONEQ in Q1 2026 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 30,500 shares of Fidelity Nasdaq Composite Index ETF worth $3.15M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.26% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #86 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.