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Fidelity low volity etf shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Fidelity low volity etf (FDLO) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Fidelity low volity etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity low volity etf held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity low volity etf by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 30k 61.35
2024-06-30 $1.7M 30k 57.05
2024-03-31 $1.6M 28k 56.18
2023-09-30 $1.2M 25k 48.63
2023-06-30 $1.2M 23k 50.11
2022-12-31 $1.1M 23k 46.19

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Asset Allocation Strategies

Top funds holding Fidelity low volity etf

Commonwealth Equity Services
Envestnet Asset Management
Kestra Advisory Services
Ameritas Advisory Services
Bank of America Corporation
CI Private Wealth
Segall Bryant & Hamill
Abundance Wealth Counselors
Sykon Capital
Morgan Stanley
GFG Capital
LPL Financial
Win Advisors
Running Point Capital Advisors
Goss Wealth Management

View all funds holding Fidelity low volity etf