Commonwealth Equity Services
FBOT icon

Commonwealth Equity Services’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Commonwealth Equity Services’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
Q3 		$794K Buy
20,484
+8,691
+74% +$336K ﹤0.01% 2836
2026
Q2 		$467K Buy
11,793
+718
+6% +$27.3K ﹤0.01% 3363
2026
Q1 		$367K Buy
11,075
+2,007
+22% +$70.7K ﹤0.01% 3496
2025
Q4 		$302K Sell
9,068
-1,540
-15% -$50.9K ﹤0.01% 3648
2025
Q3 		$347K Buy
10,608
+1,456
+16% +$45.9K ﹤0.01% 3505
2025
Q2 		$274K Sell
9,152
-13,977
-60% -$383K ﹤0.01% 3680
2025
Q1 		$601K Buy
23,129
+12,512
+118% +$355K ﹤0.01% 2889
2024
Q4 		$300K Buy
10,617
+2,339
+28% +$64.7K ﹤0.01% 3398
2024
Q3 		$224K Sell
8,278
-372
-4% -$9.6K ﹤0.01% 3593
2024
Q2 		$229K Sell
8,650
-940
-10% -$24.4K ﹤0.01% 3536
2024
Q1 		$255K Buy
+9,590
New +$243K ﹤0.01% 3423
2023
Q4 		– Sell
-11,430
Closed -$254K – 3941
2023
Q3 		$254K Buy
11,430
+53
+0.5% +$1.26K ﹤0.01% 3173
2023
Q2 		$293K Buy
+11,377
New +$293K ﹤0.01% 3073

Other funds holding FBOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Commonwealth Equity Services's FBOT Position: Q3 2026 in Review

Commonwealth Equity Services increased its Fidelity Disruptive Automation ETF (FBOT) stake by 74% in Q3 2026, buying an estimated $336K and bringing the position to 20,484 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Commonwealth Equity Services first reported a position in FBOT in Q2 2023 and has held it in 13 quarters since. 23 funds tracked by Wall St. Rank hold FBOT as of Q3 2026.

  • Commonwealth Equity Services held 20,484 shares of Fidelity Disruptive Automation ETF worth $794K as of Q3 2026.
  • Commonwealth Equity Services bought 8,691 Fidelity Disruptive Automation ETF shares in Q3 2026, an estimated $336K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2836 holding.
  • Commonwealth Equity Services first reported a position in Fidelity Disruptive Automation ETF in Q2 2023 and has held it in 13 quarters since.
  • 23 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.