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Pension & Wealth Management Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Pension & Wealth Management Advisors’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 		$3.47K Hold
50
– – ﹤0.01% 478
2026
Q1 		$3.27K Hold
50
– – ﹤0.01% 450
2025
Q4 		$3.36K Hold
50
– – ﹤0.01% 456
2025
Q3 		$3.31K Buy
+50
New +$3.21K ﹤0.01% 457

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers
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
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Pension & Wealth Management Advisors's FDLO Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 50 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Pension & Wealth Management Advisors first reported a position in FDLO in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Pension & Wealth Management Advisors held 50 shares of Fidelity Low Volatility Factor ETF worth $3.47K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #478 holding.
  • Pension & Wealth Management Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.