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

Wealthstar 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	-3,986	Closed	-$364K	–	130
2025 Q4	$364K	Sell	3,986 -650	-14%	-$59.2K	0.16%	100
2025 Q3	$413K	Sell	4,636 -153	-3%	-$12.9K	0.16%	112
2025 Q2	$384K	Buy	+4,789	New	+$345K	0.14%	113
2024 Q1	–	Sell	-8,773	Closed	-$520K	–	138
2023 Q4	$520K	Buy	+8,773	New	+$481K	0.08%	78
2022 Q3	–	Sell	-96,802	Closed	-$4.18M	–	97
2022 Q2	$4.18M	Buy	+96,802	New	+$4.62M	1.61%	13
2022 Q1	–	Sell	-146,467	Closed	-$8.92M	–	100
2021 Q4	$8.92M	Buy	+146,467	New	+$8.77M	3.06%	7
2021 Q3	–	Sell	-4,595	Closed	-$260K	–	119
2021 Q2	$260K	Buy	+4,595	New	+$247K	0.08%	85
2018 Q4	–	Sell	-7,900	Closed	-$251K	–	62
2018 Q3	$251K	Sell	7,900 -270	-3%	-$8.35K	0.15%	49
2018 Q2	$252K	Buy	+8,170	New	+$236K	0.08%	49

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $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

Wealthstar Advisors's ONEQ Position: Q1 2026 in Review

Wealthstar Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2026, closing a stake of 3,986 shares — an estimated $364K sold.

Wealthstar Advisors first reported a position in ONEQ in Q2 2018 and held it in 9 quarters. The position peaked at $8.92M in Q4 2021. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Wealthstar Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2026 after selling out during the quarter.
Wealthstar Advisors sold 3,986 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $364K.
Wealthstar Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2018 and held it in 9 quarters.
Wealthstar Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $8.92M in Q4 2021.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.