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

Apollon 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	$8.82M	Buy	151,028 +9,075	+6%	+$531K	0.11%	173
2026 Q1	$8.39M	Buy	141,953 +10,770	+8%	+$624K	0.14%	145
2025 Q4	$7.24M	Buy	131,183 +10,845	+9%	+$621K	0.13%	153
2025 Q3	$6.8M	Buy	120,338 +1,923	+2%	+$105K	0.12%	158
2025 Q2	$6.23M	Buy	118,415 +7,057	+6%	+$363K	0.12%	151
2025 Q1	$5.67M	Buy	111,358 +7,332	+7%	+$369K	0.12%	154
2024 Q4	$5.07M	Buy	+104,026	New	+$5.31M	0.12%	158

Other funds holding FUTY

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Apollon Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 6.4% in Q2 2026, buying an estimated $531K and bringing the position to 151,028 shares worth $8.82M. The position accounts for 0.11% of the portfolio, ranked #173.

Apollon Wealth Management first reported a position in FUTY in Q4 2024 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Apollon Wealth Management held 151,028 shares of Fidelity MSCI Utilities Index ETF worth $8.82M as of Q2 2026.
Apollon Wealth Management bought 9,075 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $531K.
Fidelity MSCI Utilities Index ETF made up 0.11% of Apollon Wealth Management's portfolio in Q2 2026, its #173 holding.
Apollon Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.