CIBC Private Wealth Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

CIBC Private Wealth 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
2025 Q4	$3.06K	Buy	46 +16	+53%	+$1.06K	﹤0.01%	2720
2025 Q3	$1.97K	Buy	30 +24	+400%	+$1.54K	﹤0.01%	2731
2025 Q2	$377	Hold	6	–	–	﹤0.01%	2867
2025 Q1	$327	Buy	+6	New	+$369	﹤0.01%	2926

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

CIBC Private Wealth Group's FDLO Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 53% in Q4 2025, buying an estimated $1.06K and bringing the position to 46 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

CIBC Private Wealth Group first reported a position in FDLO in Q1 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold FDLO as of Q4 2025.

CIBC Private Wealth Group held 46 shares of Fidelity Low Volatility Factor ETF worth $3.06K as of Q4 2025.
CIBC Private Wealth Group bought 16 Fidelity Low Volatility Factor ETF shares in Q4 2025, an estimated $1.06K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2720 holding.
CIBC Private Wealth Group first reported a position in Fidelity Low Volatility Factor ETF in Q1 2025 and has held it in 4 quarters since.
166 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.