GK Wealth Management
FLDR icon

GK Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

GK Wealth Management’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 		$220K Hold
4,416
– – 0.12% 158
2026
Q2 		$221K Buy
+4,416
New +$221K 0.12% 202
2026
Q1 		– Sell
-4,429
Closed -$222K – 103
2025
Q4 		$222K Buy
+4,429
New +$223K 0.15% 161

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GK Wealth Management's FLDR Position: Q3 2026 in Review

GK Wealth Management held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q3 2026 at 4,416 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #158.

GK Wealth Management first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 94 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

  • GK Wealth Management held 4,416 shares of Fidelity Low Duration Bond Factor ETF worth $220K as of Q3 2026.
  • GK Wealth Management left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q3 2026.
  • Fidelity Low Duration Bond Factor ETF made up 0.12% of GK Wealth Management's portfolio in Q3 2026, its #158 holding.
  • GK Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • GK Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $222K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.