Wealth Enhancement Advisory Services
ONEQ icon

Wealth Enhancement Advisory Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.7M Sell
103,381
-3,925
-4% -$391K 0.02% 644
2026
Q1 		$9.24M Buy
107,306
+84,719
+375% +$7.61M 0.02% 626
2025
Q4 		$2.09M Buy
22,587
+2,482
+12% +$226K ﹤0.01% 1487
2025
Q3 		$1.8M Sell
20,105
-1,268
-6% -$107K ﹤0.01% 1506
2025
Q2 		$1.73M Buy
21,373
+3,363
+19% +$242K ﹤0.01% 1436
2025
Q1 		$1.23M Sell
18,010
-2,168
-11% -$162K ﹤0.01% 1506
2024
Q4 		$1.53M Buy
20,178
+5,587
+38% +$418K ﹤0.01% 1313
2024
Q3 		$1.04M Sell
14,591
-1,013
-6% -$70.3K ﹤0.01% 1369
2024
Q2 		$1.09M Sell
15,604
-116
-0.7% -$7.6K ﹤0.01% 1239
2024
Q1 		$1.01M Buy
15,720
+1,580
+11% +$97.7K ﹤0.01% 1230
2023
Q4 		$838K Buy
14,140
+313
+2% +$17.2K ﹤0.01% 1242
2023
Q3 		$719K Buy
+13,827
New +$749K ﹤0.01% 1239

Other funds holding ONEQ

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's ONEQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 3.7% in Q2 2026, selling an estimated $391K and leaving 103,381 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #644.

Wealth Enhancement Advisory Services first reported a position in ONEQ in Q3 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 103,381 shares of Fidelity Nasdaq Composite Index ETF worth $10.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,925 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $391K.
  • Fidelity Nasdaq Composite Index ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #644 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2023 and has held it in 12 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.