Wealth Management Strategies’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Wealth Management Strategies’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	$349K	Buy	3,379 +4	+0.1%	+$398	0.14%	33
2026 Q1	$287K	Buy	3,375 +5	+0.1%	+$449	0.13%	33
2025 Q4	$308K	Buy	3,370 +5	+0.1%	+$455	0.14%	33
2025 Q3	$300K	Buy	3,365 +5	+0.1%	+$422	0.15%	31
2025 Q2	$269K	Buy	3,360 +5	+0.1%	+$360	0.14%	32
2025 Q1	$228K	Buy	3,355 +4	+0.1%	+$299	0.15%	34
2024 Q4	$255K	Buy	+3,351	New	+$251K	0.19%	31

Other funds holding ONEQ

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

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Wealth Management Strategies's ONEQ Position: Q2 2026 in Review

Wealth Management Strategies increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.12% in Q2 2026, buying an estimated $398 and bringing the position to 3,379 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #33.

Wealth Management Strategies first reported a position in ONEQ in Q4 2024 and has held it in 7 quarters since. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

Wealth Management Strategies held 3,379 shares of Fidelity Nasdaq Composite Index ETF worth $349K as of Q2 2026.
Wealth Management Strategies bought 4 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $398.
Fidelity Nasdaq Composite Index ETF made up 0.14% of Wealth Management Strategies's portfolio in Q2 2026, its #33 holding.
Wealth Management Strategies first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 7 quarters since.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.