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

SteelPeak 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 		$1.19M Buy
11,539
+763
+7% +$76K 0.03% 290
2026
Q1 		$915K Sell
10,776
-70
-0.6% -$6.29K 0.03% 302
2025
Q4 		$991K Sell
10,846
-149
-1% -$13.6K 0.03% 275
2025
Q3 		$980K Buy
10,995
+1
+0% +$84 0.03% 290
2025
Q2 		$881K Sell
10,994
-830
-7% -$59.8K 0.03% 284
2025
Q1 		$805K Buy
11,824
+2,024
+21% +$151K 0.03% 285
2024
Q4 		$745K Buy
9,800
+1
+0% +$75 0.03% 285
2024
Q3 		$702K Buy
9,799
+314
+3% +$21.8K 0.03% 266
2024
Q2 		$663K Buy
9,485
+552
+6% +$36.1K 0.03% 274
2024
Q1 		$575K Hold
8,933
– – 0.03% 280
2023
Q4 		$529K Buy
8,933
+104
+1% +$5.71K 0.03% 273
2023
Q3 		$459K Hold
8,829
– – 0.03% 270
2023
Q2 		$477K Sell
8,829
-114
-1% -$5.67K 0.03% 252
2023
Q1 		$429K Hold
8,943
– – 0.03% 257
2022
Q4 		$366K Buy
+8,943
New +$382K 0.03% 284

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
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
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

SteelPeak Wealth's ONEQ Position: Q2 2026 in Review

SteelPeak Wealth increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 7.1% in Q2 2026, buying an estimated $76K and bringing the position to 11,539 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #290.

SteelPeak Wealth first reported a position in ONEQ in Q4 2022 and has held it in 15 quarters since. 439 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • SteelPeak Wealth held 11,539 shares of Fidelity Nasdaq Composite Index ETF worth $1.19M as of Q2 2026.
  • SteelPeak Wealth bought 763 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $76K.
  • Fidelity Nasdaq Composite Index ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #290 holding.
  • SteelPeak Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 439 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.