KIG
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Kowal Investment Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Kowal Investment Group’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
2024
Q3 		– Sell
-12,016
Closed -$685K – 203
2024
Q2 		$685K Buy
12,016
+740
+7% +$41.2K 0.14% 88
2024
Q1 		$633K Sell
11,276
-273
-2% -$14.9K 0.14% 87
2023
Q4 		$612K Buy
11,549
+977
+9% +$49.5K 0.14% 82
2023
Q3 		$514K Sell
10,572
-660
-6% -$33.1K 0.14% 84
2023
Q2 		$563K Buy
+11,232
New +$546K 0.15% 75

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Kowal Investment Group's FDLO Position: Q3 2024 in Review

Kowal Investment Group sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2024, closing a stake of 12,016 shares — an estimated $685K sold.

Kowal Investment Group first reported a position in FDLO in Q2 2023 and held it in 5 quarters. The position peaked at $685K in Q2 2024. 129 funds tracked by Wall St. Rank hold FDLO as of Q3 2024.

  • Kowal Investment Group reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Kowal Investment Group sold 12,016 Fidelity Low Volatility Factor ETF shares in Q3 2024, an estimated $685K.
  • Kowal Investment Group first reported a position in Fidelity Low Volatility Factor ETF in Q2 2023 and held it in 5 quarters.
  • Kowal Investment Group's Fidelity Low Volatility Factor ETF position peaked at $685K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.