PWMAI
FDLO icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$3.47K Hold
50
– – ﹤0.01% 478
2026
Q1 		$3.27K Hold
50
– – ﹤0.01% 450
2025
Q4 		$3.36K Hold
50
– – ﹤0.01% 456
2025
Q3 		$3.31K Buy
+50
New +$3.21K ﹤0.01% 457

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FDLO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 50 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FDLO in Q3 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 50 shares of Fidelity Low Volatility Factor ETF worth $3.47K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #478 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fidelity Low Volatility Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.