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Summit Financial’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Summit Financial’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 		$3.31M Buy
39,039
+6,373
+20% +$572K 0.04% 429
2025
Q4 		$2.99M Buy
32,666
+25,485
+355% +$2.32M 0.04% 381
2025
Q3 		$640K Buy
+7,181
New +$606K 0.01% 800

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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

Summit Financial's ONEQ Position: Q1 2026 in Review

Summit Financial increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 20% in Q1 2026, buying an estimated $572K and bringing the position to 39,039 shares worth $3.31M. The position accounts for 0.04% of the portfolio, ranked #429.

Summit Financial first reported a position in ONEQ in Q3 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

  • Summit Financial held 39,039 shares of Fidelity Nasdaq Composite Index ETF worth $3.31M as of Q1 2026.
  • Summit Financial bought 6,373 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $572K.
  • Fidelity Nasdaq Composite Index ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #429 holding.
  • Summit Financial first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.