RIAS
FDLO icon

Rachor Investment Advisory Services’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Rachor Investment Advisory Services’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 		$896 Hold
13
– – ﹤0.01% 178
2026
Q1 		$844 Buy
+13
New +$873 ﹤0.01% 332

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
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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Rachor Investment Advisory Services's FDLO Position: Q2 2026 in Review

Rachor Investment Advisory Services held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 13 shares worth $896. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Rachor Investment Advisory Services first reported a position in FDLO in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Rachor Investment Advisory Services held 13 shares of Fidelity Low Volatility Factor ETF worth $896 as of Q2 2026.
  • Rachor Investment Advisory Services left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #178 holding.
  • Rachor Investment Advisory Services first reported a position in Fidelity Low Volatility Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.