AWM
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Apollon Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Apollon Wealth Management’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
2025
Q1 		– Sell
-3,315
Closed -$201K – 1232
2024
Q4 		$201K Sell
3,315
-9
-0.3% -$556 ﹤0.01% 1102
2024
Q3 		$204K Sell
3,324
-202
-6% -$11.9K 0.01% 1055
2024
Q2 		$201K Buy
+3,526
New +$196K 0.01% 1025

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apollon Wealth Management's FDLO Position: Q1 2025 in Review

Apollon Wealth Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2025, closing a stake of 3,315 shares — an estimated $201K sold.

Apollon Wealth Management first reported a position in FDLO in Q2 2024 and held it in 3 quarters. The position peaked at $204K in Q3 2024. 140 funds tracked by Wall St. Rank hold FDLO as of Q1 2025.

  • Apollon Wealth Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 3,315 Fidelity Low Volatility Factor ETF shares in Q1 2025, an estimated $201K.
  • Apollon Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q2 2024 and held it in 3 quarters.
  • Apollon Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $204K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.