Spectrum Investment Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Spectrum Investment 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 Q1	$232K	Buy	2,729 +3	+0.1%	+$269	0.12%	42
2025 Q4	$249K	Buy	+2,726	New	+$248K	0.12%	39

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

Spectrum Investment Advisors's ONEQ Position: Q1 2026 in Review

Spectrum Investment Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.11% in Q1 2026, buying an estimated $269 and bringing the position to 2,729 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #42.

Spectrum Investment Advisors first reported a position in ONEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Spectrum Investment Advisors held 2,729 shares of Fidelity Nasdaq Composite Index ETF worth $232K as of Q1 2026.
Spectrum Investment Advisors bought 3 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $269.
Fidelity Nasdaq Composite Index ETF made up 0.12% of Spectrum Investment Advisors's portfolio in Q1 2026, its #42 holding.
Spectrum Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and has held it in 2 quarters since.
Spectrum Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $249K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.