UIM
FDLO icon

Unified Investment Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Unified Investment 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
Q1 		$397K Hold
6,150
– – 0.41% 91
2025
Q4 		$411K Hold
6,150
– – 0.41% 86
2025
Q3 		$405K Hold
6,150
– – 0.4% 86
2025
Q2 		$386K Hold
6,150
– – 0.41% 85
2025
Q1 		$373K Hold
6,150
– – 0.44% 86
2024
Q4 		$373K Buy
+6,150
New +$380K 0.42% 83

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Unified Investment Management's FDLO Position: Q1 2026 in Review

Unified Investment Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q1 2026 at 6,150 shares worth $397K. The position accounts for 0.41% of the portfolio, ranked #91.

Unified Investment Management first reported a position in FDLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $411K in Q4 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Unified Investment Management held 6,150 shares of Fidelity Low Volatility Factor ETF worth $397K as of Q1 2026.
  • Unified Investment Management left its Fidelity Low Volatility Factor ETF share count unchanged in Q1 2026.
  • Fidelity Low Volatility Factor ETF made up 0.41% of Unified Investment Management's portfolio in Q1 2026, its #91 holding.
  • Unified Investment Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Unified Investment Management's Fidelity Low Volatility Factor ETF position peaked at $411K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.