Commonwealth Equity Services
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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
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% -$9.62K ﹤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

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
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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Commonwealth Equity Services's FBOT Position: Q2 2026 in Review

Commonwealth Equity Services increased its Fidelity Disruptive Automation ETF (FBOT) stake by 6.5% in Q2 2026, buying an estimated $27.3K and bringing the position to 11,793 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

Commonwealth Equity Services first reported a position in FBOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $601K in Q1 2025. 15 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • Commonwealth Equity Services held 11,793 shares of Fidelity Disruptive Automation ETF worth $467K as of Q2 2026.
  • Commonwealth Equity Services bought 718 Fidelity Disruptive Automation ETF shares in Q2 2026, an estimated $27.3K.
  • Fidelity Disruptive Automation ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3363 holding.
  • Commonwealth Equity Services first reported a position in Fidelity Disruptive Automation ETF in Q2 2023 and has held it in 12 quarters since.
  • Commonwealth Equity Services's Fidelity Disruptive Automation ETF position peaked at $601K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.