Almanack Investment Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Almanack Investment Partners’s Portfolio FDLO Stock Details FDLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Sell	4,659 -200	-4%	-$13.7K	0.04%	222
2026 Q1	$314K	Buy	4,859 +200	+4%	+$13.4K	0.05%	127
2025 Q4	$311K	Buy	+4,659	New	+$309K	0.05%	132
2022 Q4	–	Sell	-2,589	Closed	-$109K	–	504
2022 Q3	$109K	Buy	+2,589	New	+$119K	0.02%	179

Other funds holding FDLO

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Almanack Investment Partners's FDLO Position: Q2 2026 in Review

Almanack Investment Partners reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 4.1% in Q2 2026, selling an estimated $13.7K and leaving 4,659 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #222.

Almanack Investment Partners first reported a position in FDLO in Q3 2022 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Almanack Investment Partners held 4,659 shares of Fidelity Low Volatility Factor ETF worth $318K as of Q2 2026.
Almanack Investment Partners sold 200 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $13.7K.
Fidelity Low Volatility Factor ETF made up 0.04% of Almanack Investment Partners's portfolio in Q2 2026, its #222 holding.
Almanack Investment Partners first reported a position in Fidelity Low Volatility Factor ETF in Q3 2022 and has held it in 4 quarters since.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.