Tempus Wealth Planning’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Tempus Wealth Planning’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	$1.51M	Sell	22,081 -13	-0.1%	-$892	0.3%	96
2026 Q1	$1.43M	Sell	22,094 -3,600	-14%	-$242K	0.33%	86
2025 Q4	$1.72M	Sell	25,694 -800	-3%	-$53K	0.39%	64
2025 Q3	$1.75M	Sell	26,494 -1,300	-5%	-$83.5K	0.4%	63
2025 Q2	$1.75M	Buy	27,794 +94	+0.3%	+$5.65K	0.44%	61
2025 Q1	$1.68M	Hold	27,700	–	–	0.5%	55
2024 Q4	$1.68M	Buy	+27,700	New	+$1.71M	0.51%	49

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Tempus Wealth Planning's FDLO Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 0.06% in Q2 2026, selling an estimated $892 and leaving 22,081 shares worth $1.51M. The position accounts for 0.3% of the portfolio, ranked #96.

Tempus Wealth Planning first reported a position in FDLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q2 2025. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Tempus Wealth Planning held 22,081 shares of Fidelity Low Volatility Factor ETF worth $1.51M as of Q2 2026.
Tempus Wealth Planning sold 13 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $892.
Fidelity Low Volatility Factor ETF made up 0.3% of Tempus Wealth Planning's portfolio in Q2 2026, its #96 holding.
Tempus Wealth Planning first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 7 quarters since.
Tempus Wealth Planning's Fidelity Low Volatility Factor ETF position peaked at $1.75M in Q2 2025.
171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.