Creative Planning’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$515K	Buy	8,196 +468	+6%	+$29.4K	﹤0.01%	2445
2025 Q1	$468K	Buy	7,728 +4,323	+127%	+$262K	﹤0.01%	2340
2024 Q4	$206K	Buy	+3,405	New	+$206K	﹤0.01%	2945
2023 Q4	–	Sell	-78	Closed	-$3.79K	–	2819
2023 Q3	$3.79K	Buy	+78	New	+$3.79K	﹤0.01%	2705