Destiny Wealth Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Destiny Wealth Partners’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	-1,904	Closed	-$123K	–	465
2026 Q1	$123K	Sell	1,904 -3,265	-63%	-$219K	0.01%	303
2025 Q4	$352K	Hold	5,169	–	–	0.04%	157
2025 Q3	$340K	Hold	5,169	–	–	0.04%	155
2025 Q2	$325K	Hold	5,169	–	–	0.04%	151
2025 Q1	$313K	Hold	5,169	–	–	0.05%	130
2024 Q4	$313K	Hold	5,169	–	–	0.05%	132
2024 Q3	$317K	Hold	5,169	–	–	0.06%	124
2024 Q2	$295K	Hold	5,169	–	–	0.05%	125
2024 Q1	$290K	Hold	5,169	–	–	0.05%	128
2023 Q4	$272K	Buy	+5,169	New	+$262K	0.05%	135
2023 Q1	–	Sell	-3,265	Closed	-$151K	–	332
2022 Q4	$151K	Hold	3,265	–	–	0.03%	202
2022 Q3	$137K	Hold	3,265	–	–	0.03%	206
2022 Q2	$146K	Hold	3,265	–	–	0.03%	208
2022 Q1	$163K	Sell	3,265 -509	-13%	-$24.9K	0.03%	177
2021 Q4	$197K	Hold	3,774	–	–	0.04%	176
2021 Q3	$179K	Buy	+3,774	New	+$185K	0.04%	173
2021 Q2	–	Sell	-3,774	Closed	-$166K	–	293
2021 Q1	$166K	Hold	3,774	–	–	0.03%	172
2020 Q4	$161K	Buy	+3,774	New	+$155K	0.03%	215

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $72.2B AUM 27.85% 1-Year Est. Return

Destiny Wealth Partners's FDLO Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 1,904 shares — an estimated $123K sold.

Destiny Wealth Partners first reported a position in FDLO in Q4 2020 and held it in 18 quarters. The position peaked at $352K in Q4 2025. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Destiny Wealth Partners reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,904 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $123K.
Destiny Wealth Partners first reported a position in Fidelity Low Volatility Factor ETF in Q4 2020 and held it in 18 quarters.
Destiny Wealth Partners's Fidelity Low Volatility Factor ETF position peaked at $352K in Q4 2025.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.