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

WCG Wealth 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	–	Sell	-12,620	Closed	-$1.15M	–	535
2025 Q4	$1.15M	Sell	12,620 -185	-1%	-$16.8K	0.03%	340
2025 Q3	$1.14M	Buy	+12,805	New	+$1.08M	0.07%	217

Other funds holding ONEQ

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $741M AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

WCG Wealth Advisors's ONEQ Position: Q1 2026 in Review

WCG Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 12,620 shares — an estimated $1.15M sold.

WCG Wealth Advisors first reported a position in ONEQ in Q3 2025 and held it in 2 quarters. The position peaked at $1.15M in Q4 2025. 396 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

WCG Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 12,620 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $1.15M.
WCG Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and held it in 2 quarters.
WCG Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $1.15M in Q4 2025.
396 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.