AWM
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Accel Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Accel Wealth Management’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Buy
5,347
+21
+0.4% +$1.23K 0.07% 214
2026
Q1 		$315K Sell
5,326
-2,313
-30% -$134K 0.08% 208
2025
Q4 		$422K Buy
7,639
+37
+0.5% +$2.12K 0.12% 169
2025
Q3 		$429K Buy
7,602
+19
+0.3% +$1.04K 0.12% 168
2025
Q2 		$399K Buy
7,583
+40
+0.5% +$2.06K 0.13% 163
2025
Q1 		$384K Sell
7,543
-107
-1% -$5.39K 0.14% 149
2024
Q4 		$373K Sell
7,650
-135
-2% -$6.89K 0.14% 156
2024
Q3 		$403K Buy
7,785
+140
+2% +$6.7K 0.15% 149
2024
Q2 		$336K Buy
7,645
+46
+0.6% +$2.04K 0.13% 159
2024
Q1 		$322K Sell
7,599
-1,033
-12% -$41.6K 0.14% 149
2023
Q4 		$353K Sell
8,632
-876
-9% -$34.4K 0.18% 125
2023
Q3 		$361K Sell
9,508
-42
-0.4% -$1.74K 0.2% 113
2023
Q2 		$404K Sell
9,550
-215
-2% -$9.35K 0.22% 103
2023
Q1 		$428K Sell
9,765
-102
-1% -$4.48K 0.17% 132
2022
Q4 		$450K Buy
9,867
+37
+0.4% +$1.63K 0.22% 91
2022
Q3 		$437K Buy
9,830
+41
+0.4% +$1.94K 0.23% 94
2022
Q2 		$440K Buy
9,789
+216
+2% +$10.1K 0.25% 85
2022
Q1 		$465K Buy
9,573
+39
+0.4% +$1.75K 0.24% 85
2021
Q4 		$442K Buy
9,534
+6,851
+255% +$299K 0.22% 85
2021
Q3 		$110K Sell
2,683
-6,773
-72% -$292K 0.07% 207
2021
Q2 		$388K Buy
9,456
+96
+1% +$4.07K 0.26% 78
2021
Q1 		$388K Buy
9,360
+328
+4% +$13.2K 0.31% 67
2020
Q4 		$367K Buy
+9,032
New +$367K 0.34% 62

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accel Wealth Management's FUTY Position: Q2 2026 in Review

Accel Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.39% in Q2 2026, buying an estimated $1.23K and bringing the position to 5,347 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #214.

Accel Wealth Management first reported a position in FUTY in Q4 2020 and has held it in 23 quarters since. The position peaked at $465K in Q1 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Accel Wealth Management held 5,347 shares of Fidelity MSCI Utilities Index ETF worth $312K as of Q2 2026.
  • Accel Wealth Management bought 21 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.23K.
  • Fidelity MSCI Utilities Index ETF made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Accel Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $465K in Q1 2022.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.