FSM Wealth Advisors’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

FSM Wealth Advisors’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	$1.9M	Sell	48,088 -2,059	-4%	-$78.3K	0.2%	69
2026 Q1	$1.66M	Buy	50,147 +403	+0.8%	+$14.2K	0.21%	62
2025 Q4	$1.66M	Buy	49,744 +1,499	+3%	+$49.5K	0.23%	61
2025 Q3	$1.58M	Sell	48,245 -87	-0.2%	-$2.74K	0.22%	66
2025 Q2	$1.45M	Buy	+48,332	New	+$1.33M	0.24%	61

Other funds holding FBOT

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

FSM Wealth Advisors's FBOT Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Fidelity Disruptive Automation ETF (FBOT) stake by 4.1% in Q2 2026, selling an estimated $78.3K and leaving 48,088 shares worth $1.9M. The position accounts for 0.2% of the portfolio, ranked #69.

FSM Wealth Advisors first reported a position in FBOT in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

FSM Wealth Advisors held 48,088 shares of Fidelity Disruptive Automation ETF worth $1.9M as of Q2 2026.
FSM Wealth Advisors sold 2,059 Fidelity Disruptive Automation ETF shares in Q2 2026, an estimated $78.3K.
Fidelity Disruptive Automation ETF made up 0.2% of FSM Wealth Advisors's portfolio in Q2 2026, its #69 holding.
FSM Wealth Advisors first reported a position in Fidelity Disruptive Automation ETF in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.