Taylor & Morgan Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Taylor & Morgan Wealth 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 Q2	$276K	Hold	2,671	–	–	0.14%	71
2026 Q1	$227K	Hold	2,671	–	–	0.13%	72
2025 Q4	$244K	Hold	2,671	–	–	0.14%	70
2025 Q3	$238K	Hold	2,671	–	–	0.15%	67
2025 Q2	$214K	Buy	+2,671	New	+$192K	0.14%	66
2025 Q1	–	Sell	-2,671	Closed	-$203K	–	72
2024 Q4	$203K	Sell	2,671 -400	-13%	-$29.9K	0.14%	69
2024 Q3	$220K	Hold	3,071	–	–	0.15%	65
2024 Q2	$215K	Buy	+3,071	New	+$201K	0.15%	61
2024 Q1	–	Sell	-3,622	Closed	-$215K	–	68
2023 Q4	$215K	Buy	+3,622	New	+$199K	0.17%	60

Other funds holding ONEQ

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Taylor & Morgan Wealth Management's ONEQ Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 2,671 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #71.

Taylor & Morgan Wealth Management first reported a position in ONEQ in Q4 2023 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Taylor & Morgan Wealth Management held 2,671 shares of Fidelity Nasdaq Composite Index ETF worth $276K as of Q2 2026.
Taylor & Morgan Wealth Management left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.14% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #71 holding.
Taylor & Morgan Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.