EWM
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EPG Wealth Management’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

EPG Wealth Management’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 		$33.5K Hold
847
– – 0.01% 243
2026
Q1 		$28K Hold
847
– – 0.01% 250
2025
Q4 		$28.2K Hold
847
– – 0.01% 248
2025
Q3 		$27.7K Hold
847
– – 0.01% 249
2025
Q2 		$25.4K Hold
847
– – 0.01% 246
2025
Q1 		$22K Hold
847
– – 0.01% 338
2024
Q4 		$23.9K Hold
847
– – 0.01% 335
2024
Q3 		$22.9K Buy
+847
New +$21.9K 0.01% 337
2024
Q2 		– Sell
-847
Closed -$22K – 358
2024
Q1 		$22.5K Hold
847
– – 0.01% 354
2023
Q4 		$20.8K Buy
+847
New +$19.4K 0.01% 345

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

EPG Wealth Management's FBOT Position: Q2 2026 in Review

EPG Wealth Management held its Fidelity Disruptive Automation ETF (FBOT) position steady in Q2 2026 at 847 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #243.

EPG Wealth Management first reported a position in FBOT in Q4 2023 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • EPG Wealth Management held 847 shares of Fidelity Disruptive Automation ETF worth $33.5K as of Q2 2026.
  • EPG Wealth Management left its Fidelity Disruptive Automation ETF share count unchanged in Q2 2026.
  • Fidelity Disruptive Automation ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #243 holding.
  • EPG Wealth Management first reported a position in Fidelity Disruptive Automation ETF in Q4 2023 and has held it in 10 quarters since.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.