Elevated Capital Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Elevated Capital Advisors’s Portfolio FLDR Stock Details FLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.04K	Sell	21 -797	-97%	-$39.9K	﹤0.01%	755
2026 Q2	$41K	Sell	818 -1,344	-62%	-$67.4K	0.01%	360
2026 Q1	$108K	Buy	2,162 +406	+23%	+$20.4K	0.03%	276
2025 Q4	$88.2K	Buy	+1,756	New	+$88.4K	0.02%	304

Other funds holding FLDR

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Financially Speaking Greenwood Village, Colorado $20.6M AUM 5.86% 1-Year Est. Return

Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Elevated Capital Advisors's FLDR Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 97% in Q3 2026, selling an estimated $39.9K and leaving 21 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Elevated Capital Advisors first reported a position in FLDR in Q4 2025 and has held it in 4 quarters since. The position peaked at $108K in Q1 2026. 65 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

Elevated Capital Advisors held 21 shares of Fidelity Low Duration Bond Factor ETF worth $1.04K as of Q3 2026.
Elevated Capital Advisors sold 797 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $39.9K.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #755 holding.
Elevated Capital Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 4 quarters since.
Elevated Capital Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $108K in Q1 2026.
65 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.