Compass Financial Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Compass Financial 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	$22.9K	Buy	+335	New	+$23K	﹤0.01%	867

Other funds holding FDLO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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 $78.6B AUM 28.08% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Compass Financial Management's FDLO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 335 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings.

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

Compass Financial Management held 335 shares of Fidelity Low Volatility Factor ETF worth $22.9K as of Q2 2026.
Fidelity Low Volatility Factor ETF was a new Compass Financial Management position in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #867 holding.
165 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.