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

Western Wealth Management’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	$258K	Buy	3,040 +240	+9%	+$21.6K	0.01%	845
2025 Q4	$256K	Buy	2,800 +50	+2%	+$4.55K	0.01%	711
2025 Q3	$245K	Hold	2,750	–	–	0.01%	672
2025 Q2	$220K	Buy	+2,750	New	+$198K	0.01%	660
2025 Q1	–	Sell	-2,650	Closed	-$202K	–	696
2024 Q4	$202K	Buy	+2,650	New	+$198K	0.01%	643

Other funds holding ONEQ

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Western Wealth Management's ONEQ Position: Q1 2026 in Review

Western Wealth Management increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 8.6% in Q1 2026, buying an estimated $21.6K and bringing the position to 3,040 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #845.

Western Wealth Management first reported a position in ONEQ in Q4 2024 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

Western Wealth Management held 3,040 shares of Fidelity Nasdaq Composite Index ETF worth $258K as of Q1 2026.
Western Wealth Management bought 240 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $21.6K.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #845 holding.
Western Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 5 quarters since.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.