Thurston Springer Miller Herd & Titak’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Thurston Springer Miller Herd & Titak’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	$7.38K	Hold	108	–	–	﹤0.01%	907
2026 Q1	$6.97K	Hold	108	–	–	﹤0.01%	984
2025 Q4	$7.21K	Hold	108	–	–	﹤0.01%	1032
2025 Q3	$7.11K	Buy	+108	New	+$6.94K	0.01%	375

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

Thurston Springer Miller Herd & Titak's FDLO Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 108 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Thurston Springer Miller Herd & Titak first reported a position in FDLO in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Thurston Springer Miller Herd & Titak held 108 shares of Fidelity Low Volatility Factor ETF worth $7.38K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #907 holding.
Thurston Springer Miller Herd & Titak first reported a position in Fidelity Low Volatility Factor ETF in Q3 2025 and has held it in 4 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.