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Baker Avenue Asset Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Baker Avenue Asset 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
2026
Q2 		$202K Buy
+2,962
New +$203K ﹤0.01% 789

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

Baker Avenue Asset Management's FDLO Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 2,962 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings.

171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Baker Avenue Asset Management held 2,962 shares of Fidelity Low Volatility Factor ETF worth $202K as of Q2 2026.
  • Fidelity Low Volatility Factor ETF was a new Baker Avenue Asset Management position in Q2 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #789 holding.
  • 171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.