Carson Wealth (CWM LLC)
FDLO icon

Carson Wealth (CWM LLC)’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$632K Buy
9,785
+4,092
+72% +$275K ﹤0.01% 1843
2025
Q4 		$380K Buy
5,693
+4,910
+627% +$325K ﹤0.01% 2093
2025
Q3 		$52K Buy
783
+83
+12% +$5.33K ﹤0.01% 3498
2025
Q2 		$44K Buy
700
+490
+233% +$29.4K ﹤0.01% 3379
2025
Q1 		$13K Buy
210
+10
+5% +$615 ﹤0.01% 3953
2024
Q4 		$12K Hold
200
– – ﹤0.01% 3752
2024
Q3 		$12K Hold
200
– – ﹤0.01% 3674
2024
Q2 		$11K Hold
200
– – ﹤0.01% 3478
2024
Q1 		$11K Hold
200
– – ﹤0.01% 3274
2023
Q4 		$11K Hold
200
– – ﹤0.01% 3132
2023
Q3 		$10K Hold
200
– – ﹤0.01% 3129
2023
Q2 		$10K Sell
200
-32
-14% -$1.55K ﹤0.01% 3073
2023
Q1 		$11K Sell
232
-164
-41% -$7.63K ﹤0.01% 2888
2022
Q4 		$18K Buy
396
+77
+24% +$3.52K ﹤0.01% 2442
2022
Q3 		$13K Buy
319
+200
+168% +$9.21K ﹤0.01% 2510
2022
Q2 		$5K Buy
+119
New +$5.57K ﹤0.01% 2962
2019
Q1 		– Sell
-842
Closed -$25K – 3036
2018
Q4 		$25K Buy
+842
New +$27K ﹤0.01% 1070

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 $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 $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDLO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 72% in Q1 2026, buying an estimated $275K and bringing the position to 9,785 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Carson Wealth (CWM LLC) first reported a position in FDLO in Q4 2018 and has held it in 17 quarters since. 163 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,785 shares of Fidelity Low Volatility Factor ETF worth $632K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,092 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $275K.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1843 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Low Volatility Factor ETF in Q4 2018 and has held it in 17 quarters since.
  • 163 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.