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

Wisconsin Wealth 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
Q2 		$605K Hold
5,861
– – 0.52% 59
2026
Q1 		$498K Hold
5,861
– – 0.49% 59
2025
Q4 		$536K Sell
5,861
-2,540
-30% -$231K 0.53% 57
2025
Q3 		$749K Buy
+8,401
New +$709K 0.71% 47

Other funds holding ONEQ

Commonwealth Equity Services
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Wisconsin Wealth Advisors's ONEQ Position: Q2 2026 in Review

Wisconsin Wealth Advisors held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2026 at 5,861 shares worth $605K. The position accounts for 0.52% of the portfolio, ranked #59.

Wisconsin Wealth Advisors first reported a position in ONEQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $749K in Q3 2025. 202 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Wisconsin Wealth Advisors held 5,861 shares of Fidelity Nasdaq Composite Index ETF worth $605K as of Q2 2026.
  • Wisconsin Wealth Advisors left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.52% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Wisconsin Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Wisconsin Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $749K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.