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Ankerstar Wealth’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Ankerstar Wealth’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 		$32.5K Hold
475
– – 0.03% 190
2026
Q1 		$30.7K Hold
475
– – 0.03% 183
2025
Q4 		$31.7K Buy
+475
New +$31.5K 0.03% 185

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ankerstar Wealth's FDLO Position: Q2 2026 in Review

Ankerstar Wealth held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 475 shares worth $32.5K. The position accounts for 0.03% of the portfolio, ranked #190.

Ankerstar Wealth first reported a position in FDLO in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Ankerstar Wealth held 475 shares of Fidelity Low Volatility Factor ETF worth $32.5K as of Q2 2026.
  • Ankerstar Wealth left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
  • Fidelity Low Volatility Factor ETF made up 0.03% of Ankerstar Wealth's portfolio in Q2 2026, its #190 holding.
  • Ankerstar Wealth first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.