Lloyd Advisory Services
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Lloyd Advisory Services’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Lloyd Advisory 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 		– Sell
-496
Closed -$16.4K – 748
2026
Q1 		$16.4K Buy
+496
New +$17.5K ﹤0.01% 420

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Jane Street
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FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Lloyd Advisory Services's FBOT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Fidelity Disruptive Automation ETF (FBOT) in Q2 2026, closing a stake of 496 shares — an estimated $16.4K sold.

Lloyd Advisory Services first reported a position in FBOT in Q1 2026 and held it in 1 quarter. The position peaked at $16.4K in Q1 2026. 36 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Fidelity Disruptive Automation ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 496 Fidelity Disruptive Automation ETF shares in Q2 2026, an estimated $16.4K.
  • Lloyd Advisory Services first reported a position in Fidelity Disruptive Automation ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Fidelity Disruptive Automation ETF position peaked at $16.4K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.