World Investment Advisors
FDLO icon

World Investment Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

World Investment Advisors’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 		$308K Sell
4,525
-61
-1% -$4.18K 0.01% 1210
2026
Q1 		$296K Hold
4,586
– – ﹤0.01% 1266
2025
Q4 		$306K Buy
+4,586
New +$304K 0.01% 1175

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

World Investment Advisors's FDLO Position: Q2 2026 in Review

World Investment Advisors reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 1.3% in Q2 2026, selling an estimated $4.18K and leaving 4,525 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #1210.

World Investment Advisors first reported a position in FDLO in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • World Investment Advisors held 4,525 shares of Fidelity Low Volatility Factor ETF worth $308K as of Q2 2026.
  • World Investment Advisors sold 61 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $4.18K.
  • Fidelity Low Volatility Factor ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1210 holding.
  • World Investment Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.