Third View Private Wealth
ONEQ icon

Third View Private Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Third View Private 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
Q3 		$1.06M Hold
10,002
– – 0.12% 120
2026
Q2 		$1.03M Buy
10,002
+2
+0% +$199 0.13% 130
2026
Q1 		$849K Hold
10,000
– – 0.12% 132
2025
Q4 		$914K Buy
+10,000
New +$910K 0.12% 131

Other funds holding ONEQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Third View Private Wealth's ONEQ Position: Q3 2026 in Review

Third View Private Wealth held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q3 2026 at 10,002 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #120.

Third View Private Wealth first reported a position in ONEQ in Q4 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

  • Third View Private Wealth held 10,002 shares of Fidelity Nasdaq Composite Index ETF worth $1.06M as of Q3 2026.
  • Third View Private Wealth left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q3 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.12% of Third View Private Wealth's portfolio in Q3 2026, its #120 holding.
  • Third View Private Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.