AssetMark Inc
FUTY icon

AssetMark Inc’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

AssetMark Inc’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 		$33.7K Buy
577
+301
+109% +$17.6K ﹤0.01% 1992
2026
Q1 		$16.3K Buy
276
+201
+268% +$11.7K ﹤0.01% 2132
2025
Q4 		$4.14K Buy
75
+16
+27% +$916 ﹤0.01% 2528
2025
Q3 		$3.33K Buy
+59
New +$3.22K ﹤0.01% 2474
2022
Q4 		– Sell
-133
Closed -$6K – 1612
2022
Q3 		$6K Buy
+133
New +$6.28K ﹤0.01% 1273

Other funds holding FUTY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 22.94% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

AssetMark Inc's FUTY Position: Q2 2026 in Review

AssetMark Inc increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 109% in Q2 2026, buying an estimated $17.6K and bringing the position to 577 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

AssetMark Inc first reported a position in FUTY in Q3 2022 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • AssetMark Inc held 577 shares of Fidelity MSCI Utilities Index ETF worth $33.7K as of Q2 2026.
  • AssetMark Inc bought 301 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $17.6K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1992 holding.
  • AssetMark Inc first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.