Wealth Alliance Advisory Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Wealth Alliance Advisory Group’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	$953K	Hold	9,230	–	–	0.14%	85
2026 Q1	$784K	Hold	9,230	–	–	0.12%	96
2025 Q4	$844K	Hold	9,230	–	–	0.14%	89
2025 Q3	$823K	Sell	9,230 -526	-5%	-$44.4K	0.15%	85
2025 Q2	$781K	Hold	9,756	–	–	0.15%	83
2025 Q1	$664K	Sell	9,756 -270	-3%	-$20.1K	0.14%	91
2024 Q4	$763K	Hold	10,026	–	–	0.16%	86
2024 Q3	$718K	Hold	10,026	–	–	0.15%	91
2024 Q2	$701K	Hold	10,026	–	–	0.16%	84
2024 Q1	$646K	Hold	10,026	–	–	0.15%	90
2023 Q4	$594K	Hold	10,026	–	–	0.16%	85
2023 Q3	$521K	Hold	10,026	–	–	0.15%	87
2023 Q2	$542K	Buy	10,026 +4,182	+72%	+$208K	0.19%	82
2023 Q1	$280K	Sell	5,844 -2	-0%	-$90	0.1%	126
2022 Q4	$239K	Sell	5,846 -11	-0.2%	-$469	0.09%	138
2022 Q3	$243K	Buy	+5,857	New	+$273K	0.11%	117
2022 Q2	–	Sell	-4,130	Closed	-$229K	–	154
2022 Q1	$229K	Sell	4,130 -614	-13%	-$33.5K	0.1%	133
2021 Q4	$289K	Buy	4,744 +81	+2%	+$4.85K	0.13%	125
2021 Q3	$262K	Hold	4,663	–	–	0.13%	118
2021 Q2	$263K	Buy	4,663 +33	+0.7%	+$1.78K	0.13%	122
2021 Q1	$238K	Sell	4,630 -250	-5%	-$12.9K	0.12%	127
2020 Q4	$245K	Sell	4,880 -110	-2%	-$5.12K	0.13%	121
2020 Q3	$217K	Sell	4,990 -550	-10%	-$23.4K	0.13%	114
2020 Q2	$217K	Buy	+5,540	New	+$196K	0.13%	109
2020 Q1	–	Sell	-8,540	Closed	-$299K	–	132
2019 Q4	$299K	Buy	+8,540	New	+$283K	0.17%	90
2019 Q3	–	Sell	-6,510	Closed	-$211K	–	133
2019 Q2	$211K	Sell	6,510 -330	-5%	-$10.2K	0.13%	115
2019 Q1	$214K	Buy	+6,840	New	+$197K	0.14%	116
2018 Q4	–	Sell	-15,500	Closed	-$489K	–	138
2018 Q3	$489K	Hold	15,500	–	–	0.25%	69
2018 Q2	$457K	Hold	15,500	–	–	0.25%	71
2018 Q1	$429K	Hold	15,500	–	–	0.25%	69
2017 Q4	$420K	Buy	+15,500	New	+$412K	0.38%	58

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 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

Wealth Alliance Advisory Group's ONEQ Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 9,230 shares worth $953K. The position accounts for 0.14% of the portfolio, ranked #85.

Wealth Alliance Advisory Group first reported a position in ONEQ in Q4 2017 and has held it in 31 quarters since. 203 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Wealth Alliance Advisory Group held 9,230 shares of Fidelity Nasdaq Composite Index ETF worth $953K as of Q2 2026.
Wealth Alliance Advisory Group left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.14% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #85 holding.
Wealth Alliance Advisory Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2017 and has held it in 31 quarters since.
203 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.