CIA
FBOT icon

Cape Investment Advisory’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Cape Investment Advisory’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7K Buy
+523
New +$19.9K 0.01% 696
2026
Q1 		– Sell
-523
Closed -$17.4K – 525
2025
Q4 		$17.4K Buy
+523
New +$17.3K 0.01% 646
2025
Q3 		– Sell
-523
Closed -$15.7K – 954
2025
Q2 		$15.7K Hold
523
– – 0.01% 556
2025
Q1 		$13.6K Hold
523
– – 0.01% 546
2024
Q4 		$14.8K Buy
+523
New +$14.5K 0.01% 523

Other funds holding FBOT

FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

Cape Investment Advisory's FBOT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity Disruptive Automation ETF (FBOT) in Q2 2026: 523 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FBOT as recently as Q4 2025.

Cape Investment Advisory first reported a position in FBOT in Q4 2024 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • Cape Investment Advisory held 523 shares of Fidelity Disruptive Automation ETF worth $20.7K as of Q2 2026.
  • Fidelity Disruptive Automation ETF was a new Cape Investment Advisory position in Q2 2026.
  • Fidelity Disruptive Automation ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #696 holding.
  • Cape Investment Advisory first reported a position in Fidelity Disruptive Automation ETF in Q4 2024 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.