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

JPL 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	$1.59K	Hold	23	–	–	﹤0.01%	1149
2026 Q1	$1.51K	Buy	+23	New	+$1.54K	﹤0.01%	1063
2025 Q4	–	Sell	-23	Closed	-$1.54K	–	454
2025 Q3	$1.54K	Buy	+23	New	+$1.48K	﹤0.01%	921

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

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

JPL Wealth Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 23 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

JPL Wealth Management first reported a position in FDLO in Q3 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

JPL Wealth Management held 23 shares of Fidelity Low Volatility Factor ETF worth $1.59K as of Q2 2026.
JPL Wealth Management left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1149 holding.
JPL Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q3 2025 and has held it in 3 quarters since.
171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.