GDS Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

GDS Wealth Management’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	$225K	Sell	3,297 -209	-6%	-$14.3K	0.01%	218
2026 Q1	$226K	Buy	+3,506	New	+$235K	0.01%	186
2024 Q2	–	Sell	-3,955	Closed	-$222K	–	144
2024 Q1	$222K	Hold	3,955	–	–	0.03%	128
2023 Q4	$209K	Buy	+3,955	New	+$200K	0.03%	125

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

GDS Wealth Management's FDLO Position: Q2 2026 in Review

GDS Wealth Management reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 6% in Q2 2026, selling an estimated $14.3K and leaving 3,297 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #218.

GDS Wealth Management first reported a position in FDLO in Q4 2023 and has held it in 4 quarters since. The position peaked at $226K in Q1 2026. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

GDS Wealth Management held 3,297 shares of Fidelity Low Volatility Factor ETF worth $225K as of Q2 2026.
GDS Wealth Management sold 209 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $14.3K.
Fidelity Low Volatility Factor ETF made up 0.01% of GDS Wealth Management's portfolio in Q2 2026, its #218 holding.
GDS Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2023 and has held it in 4 quarters since.
GDS Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $226K in Q1 2026.
171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.