Atlas Capital Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.71M	Buy	28,919 +6,009	+26%	+$348K	0.2%	108
2025 Q4	$1.27M	Buy	+22,910	New	+$1.31M	0.14%	126
2025 Q2	$1.79M	Sell	34,041 -4,150	-11%	-$213K	0.22%	94
2025 Q1	$1.95M	Sell	38,191 -2,850	-7%	-$144K	0.24%	85
2024 Q4	$2M	Sell	41,041 -4,931	-11%	-$252K	0.25%	80
2024 Q3	$2.38M	Buy	45,972 +7,501	+19%	+$359K	0.36%	63
2024 Q2	$1.69M	Buy	38,471 +18,422	+92%	+$816K	0.22%	88
2024 Q1	$850K	Buy	20,049 +1,363	+7%	+$54.9K	0.13%	141
2023 Q4	$764K	Buy	18,686 +409	+2%	+$16.1K	0.11%	150
2023 Q3	$693K	Buy	18,277 +4,019	+28%	+$167K	0.11%	143
2023 Q2	$603K	Sell	14,258 -2,426	-15%	-$105K	0.09%	169
2023 Q1	$731K	Sell	16,684 -16,110	-49%	-$708K	0.12%	135
2022 Q4	$1.49M	Buy	32,794 +6,386	+24%	+$281K	0.25%	78
2022 Q3	$1.11M	Buy	26,408 +9,863	+60%	+$465K	0.2%	95
2022 Q2	$747K	Buy	16,545 +4,658	+39%	+$217K	0.13%	138
2022 Q1	$570K	Sell	11,887 -3,880	-25%	-$174K	0.09%	200
2021 Q4	$730K	Buy	15,767 +3,674	+30%	+$160K	0.11%	161
2021 Q3	$498K	Buy	12,093 +186	+2%	+$8.02K	0.08%	205
2021 Q2	$489K	Buy	11,907 +21	+0.2%	+$890	0.08%	208
2021 Q1	$493K	Sell	11,886 -1,805	-13%	-$72.7K	0.1%	194
2020 Q4	$556K	Buy	13,691 +969	+8%	+$39.4K	0.12%	164
2020 Q3	$483K	Sell	12,722 -1,405	-10%	-$53.6K	0.11%	187
2020 Q2	$515K	Sell	14,127 -10,527	-43%	-$392K	0.12%	176
2020 Q1	$886K	Buy	24,654 +8,778	+55%	+$365K	0.26%	91
2019 Q4	$672K	Buy	15,876 +12,278	+341%	+$511K	0.17%	156
2019 Q3	$153K	Buy	+3,598	New	+$146K	0.05%	359