Buttonwood Financial Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Buttonwood Financial Group’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	$614K	Buy	8,988 +590	+7%	+$40.5K	0.35%	21
2026 Q1	$542K	Buy	8,398 +522	+7%	+$35K	0.33%	22
2025 Q4	$534K	Sell	7,876 -1,206	-13%	-$79.9K	0.28%	22
2025 Q3	$600K	Sell	9,082 -75	-0.8%	-$4.82K	0.26%	24
2025 Q2	$579K	Buy	9,157 +256	+3%	+$15.4K	0.29%	22
2025 Q1	$508K	Buy	+8,901	New	+$547K	0.3%	24

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

Buttonwood Financial Group's FDLO Position: Q2 2026 in Review

Buttonwood Financial Group increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 7% in Q2 2026, buying an estimated $40.5K and bringing the position to 8,988 shares worth $614K. The position accounts for 0.35% of the portfolio, ranked #21.

Buttonwood Financial Group first reported a position in FDLO in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Buttonwood Financial Group held 8,988 shares of Fidelity Low Volatility Factor ETF worth $614K as of Q2 2026.
Buttonwood Financial Group bought 590 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $40.5K.
Fidelity Low Volatility Factor ETF made up 0.35% of Buttonwood Financial Group's portfolio in Q2 2026, its #21 holding.
Buttonwood Financial Group first reported a position in Fidelity Low Volatility Factor ETF in Q1 2025 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.