Integrated Advisors Network’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Integrated Advisors Network’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	$341K	Sell	4,997 -6,751	-57%	-$463K	0.02%	535
2026 Q1	$759K	Sell	11,748 -983	-8%	-$66K	0.04%	370
2025 Q4	$850K	Sell	12,731 -60	-0.5%	-$3.98K	0.04%	376
2025 Q3	$843K	Buy	12,791 +5,188	+68%	+$333K	0.04%	396
2025 Q2	$477K	Sell	7,603 -3,277	-30%	-$197K	0.02%	498
2025 Q1	$660K	Buy	+10,880	New	+$669K	0.03%	402
2023 Q2	–	Sell	-4,334	Closed	-$206K	–	679
2023 Q1	$206K	Buy	+4,334	New	+$202K	0.01%	623
2022 Q2	–	Sell	-4,250	Closed	-$212K	–	686
2022 Q1	$212K	Sell	4,250 -1,035	-20%	-$50.6K	0.01%	622
2021 Q4	$276K	Sell	5,285 -637	-11%	-$32.1K	0.02%	544
2021 Q3	$281K	Sell	5,922 -333	-5%	-$16.3K	0.02%	529
2021 Q2	$295K	Buy	6,255 +277	+5%	+$12.8K	0.02%	480
2021 Q1	$262K	Buy	+5,978	New	+$256K	0.02%	465

Other funds holding FDLO

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

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

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

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

Integrated Advisors Network's FDLO Position: Q2 2026 in Review

Integrated Advisors Network reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 57% in Q2 2026, selling an estimated $463K and leaving 4,997 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #535.

Integrated Advisors Network first reported a position in FDLO in Q1 2021 and has held it in 12 quarters since. The position peaked at $850K in Q4 2025. 113 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Integrated Advisors Network held 4,997 shares of Fidelity Low Volatility Factor ETF worth $341K as of Q2 2026.
Integrated Advisors Network sold 6,751 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $463K.
Fidelity Low Volatility Factor ETF made up 0.02% of Integrated Advisors Network's portfolio in Q2 2026, its #535 holding.
Integrated Advisors Network first reported a position in Fidelity Low Volatility Factor ETF in Q1 2021 and has held it in 12 quarters since.
Integrated Advisors Network's Fidelity Low Volatility Factor ETF position peaked at $850K in Q4 2025.
113 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.