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 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $134M AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Elevated Capital Advisors's FLDR Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 62% in Q2 2026, selling an estimated $67.4K and leaving 818 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #360.

Elevated Capital Advisors first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $108K in Q1 2026. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Elevated Capital Advisors held 818 shares of Fidelity Low Duration Bond Factor ETF worth $41K as of Q2 2026.
Elevated Capital Advisors sold 1,344 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $67.4K.
Fidelity Low Duration Bond Factor ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #360 holding.
Elevated Capital Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
Elevated Capital Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $108K in Q1 2026.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.