United Capital Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

United Capital Financial 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	$1.99M	Buy	23,402 +462	+2%	+$41.5K	0.01%	551
2025 Q4	$2.1M	Buy	+22,940	New	+$2.09M	0.01%	527
2019 Q4	–	Sell	-400	Closed	-$13K	–	1412
2019 Q3	$13K	Buy	+400	New	+$12.7K	﹤0.01%	1294
2018 Q4	–	Sell	-7,950	Closed	-$251K	–	1350
2018 Q3	$251K	Buy	+7,950	New	+$246K	﹤0.01%	1177

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

United Capital Financial Advisors's ONEQ Position: Q1 2026 in Review

United Capital Financial Advisors increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 2% in Q1 2026, buying an estimated $41.5K and bringing the position to 23,402 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #551.

United Capital Financial Advisors first reported a position in ONEQ in Q3 2018 and has held it in 4 quarters since. The position peaked at $2.1M in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

United Capital Financial Advisors held 23,402 shares of Fidelity Nasdaq Composite Index ETF worth $1.99M as of Q1 2026.
United Capital Financial Advisors bought 462 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $41.5K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #551 holding.
United Capital Financial Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2018 and has held it in 4 quarters since.
United Capital Financial Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $2.1M in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

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