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 Q3	$435K	Hold	6,150	–	–	0.38%	90
2026 Q2	$420K	Hold	6,150	–	–	0.39%	89
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

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

BFG

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Unified Investment Management's FDLO Position: Q3 2026 in Review

Unified Investment Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q3 2026 at 6,150 shares worth $435K. The position accounts for 0.38% of the portfolio, ranked #90.

Unified Investment Management first reported a position in FDLO in Q4 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

Unified Investment Management held 6,150 shares of Fidelity Low Volatility Factor ETF worth $435K as of Q3 2026.
Unified Investment Management left its Fidelity Low Volatility Factor ETF share count unchanged in Q3 2026.
Fidelity Low Volatility Factor ETF made up 0.38% of Unified Investment Management's portfolio in Q3 2026, its #90 holding.
Unified Investment Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.