Montgomery Financial Services’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Montgomery Financial 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	$23.1K	Buy	+583	New	+$22.2K	0.02%	115

Other funds holding FBOT

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Montgomery Financial Services's FBOT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Fidelity Disruptive Automation ETF (FBOT) in Q2 2026: 583 shares worth $23.1K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings.

35 funds tracked by Wall St. Rank hold FBOT as of Q2 2026.

Montgomery Financial Services held 583 shares of Fidelity Disruptive Automation ETF worth $23.1K as of Q2 2026.
Fidelity Disruptive Automation ETF was a new Montgomery Financial Services position in Q2 2026.
Fidelity Disruptive Automation ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #115 holding.
35 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.