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FDLO icon

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

Clarity 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 		– Sell
-2,253
Closed -$146K – 127
2026
Q1 		$146K Buy
2,253
+10
+0.4% +$671 0.07% 79
2025
Q4 		$150K Buy
2,243
+7
+0.3% +$464 0.08% 45
2025
Q3 		$147K Buy
2,236
+8
+0.4% +$514 0.08% 45
2025
Q2 		$140K Buy
2,228
+8
+0.4% +$481 0.08% 46
2025
Q1 		$135K Buy
2,220
+9
+0.4% +$553 0.09% 43
2024
Q4 		$134K Buy
2,211
+8
+0.4% +$494 0.09% 43
2024
Q3 		$135K Buy
2,203
+7
+0.3% +$413 0.09% 42
2024
Q2 		$125K Buy
2,196
+8
+0.4% +$445 0.09% 44
2024
Q1 		$123K Buy
2,188
+9
+0.4% +$492 0.08% 45
2023
Q4 		$115K Buy
+2,179
New +$110K 0.09% 43

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

Clarity Asset Management's FDLO Position: Q2 2026 in Review

Clarity Asset Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 2,253 shares — an estimated $146K sold.

Clarity Asset Management first reported a position in FDLO in Q4 2023 and held it in 10 quarters. The position peaked at $150K in Q4 2025. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Clarity Asset Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 2,253 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $146K.
  • Clarity Asset Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's Fidelity Low Volatility Factor ETF position peaked at $150K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.