Sound Income Strategies’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Sound Income Strategies’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	–	Sell	-26	Closed	-$1.71K	–	1093
2026 Q1	$1.71K	Buy	26 +12	+86%	+$806	﹤0.01%	2194
2025 Q4	$949	Hold	14	–	–	﹤0.01%	2306
2025 Q3	$921	Hold	14	–	–	﹤0.01%	1461
2025 Q2	$879	Sell	14 -323	-96%	-$19.4K	﹤0.01%	1391
2025 Q1	$20.4K	Hold	337	–	–	﹤0.01%	717
2024 Q4	$20.4K	Buy	337 +276	+452%	+$17K	﹤0.01%	672
2024 Q3	$3.74K	Hold	61	–	–	﹤0.01%	1011
2024 Q2	$3.48K	Hold	61	–	–	﹤0.01%	1013
2024 Q1	$3.43K	Sell	61 -381	-86%	-$20.8K	﹤0.01%	965
2023 Q4	$23.4K	Buy	+442	New	+$22.4K	﹤0.01%	565
2023 Q2	–	Sell	-722	Closed	-$34.3K	–	1126
2023 Q1	$34.3K	Buy	+722	New	+$33.6K	﹤0.01%	332

Other funds holding FDLO

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

Sound Income Strategies's FDLO Position: Q2 2026 in Review

Sound Income Strategies sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 26 shares — an estimated $1.71K sold.

Sound Income Strategies first reported a position in FDLO in Q1 2023 and held it in 11 quarters. The position peaked at $34.3K in Q1 2023. 128 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Sound Income Strategies reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 26 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $1.71K.
Sound Income Strategies first reported a position in Fidelity Low Volatility Factor ETF in Q1 2023 and held it in 11 quarters.
Sound Income Strategies's Fidelity Low Volatility Factor ETF position peaked at $34.3K in Q1 2023.
128 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.