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FDLO icon

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

SHP 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 		$11.7K Hold
172
– – ﹤0.01% 920
2026
Q1 		$11.1K Hold
172
– – ﹤0.01% 872
2025
Q4 		$11.5K Buy
+172
New +$11.4K ﹤0.01% 802

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

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

SHP Wealth Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 172 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

SHP Wealth Management first reported a position in FDLO in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • SHP Wealth Management held 172 shares of Fidelity Low Volatility Factor ETF worth $11.7K as of Q2 2026.
  • SHP 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 SHP Wealth Management's portfolio in Q2 2026, its #920 holding.
  • SHP Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.