Aviance Capital Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Aviance Capital 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	$242K	Hold	3,546	–	–	0.03%	350
2026 Q1	$229K	Hold	3,546	–	–	0.03%	340
2025 Q4	$237K	Hold	3,546	–	–	0.03%	338
2025 Q3	$234K	Hold	3,546	–	–	0.03%	334
2025 Q2	$223K	Hold	3,546	–	–	0.03%	318
2025 Q1	$215K	Hold	3,546	–	–	0.03%	314
2024 Q4	$215K	Hold	3,546	–	–	0.03%	301
2024 Q3	$218K	Hold	3,546	–	–	0.03%	313
2024 Q2	$202K	Buy	+3,546	New	+$197K	0.03%	306

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 22.96% 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

Aviance Capital Partners's FDLO Position: Q2 2026 in Review

Aviance Capital Partners held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 3,546 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #350.

Aviance Capital Partners first reported a position in FDLO in Q2 2024 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Aviance Capital Partners held 3,546 shares of Fidelity Low Volatility Factor ETF worth $242K as of Q2 2026.
Aviance Capital Partners left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up 0.03% of Aviance Capital Partners's portfolio in Q2 2026, its #350 holding.
Aviance Capital Partners first reported a position in Fidelity Low Volatility Factor ETF in Q2 2024 and has held it in 9 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.