Beam Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Beam Wealth Advisors’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	$812K	Buy	13,892 +803	+6%	+$47K	0.18%	86
2026 Q1	$773K	Sell	13,089 -1,661	-11%	-$96.3K	0.19%	80
2025 Q4	$815K	Sell	14,750 -1,096	-7%	-$62.8K	0.22%	76
2025 Q3	$895K	Sell	15,846 -34	-0.2%	-$1.86K	0.24%	79
2025 Q2	$835K	Sell	15,880 -61	-0.4%	-$3.14K	0.25%	80
2025 Q1	$812K	Sell	15,941 -1,614	-9%	-$81.3K	0.27%	74
2024 Q4	$856K	Sell	17,555 -897	-5%	-$45.8K	0.27%	71
2024 Q3	$956K	Buy	18,452 +374	+2%	+$17.9K	0.29%	64
2024 Q2	$795K	Sell	18,078 -823	-4%	-$36.5K	0.26%	70
2024 Q1	$802K	Buy	18,901 +2,759	+17%	+$111K	0.48%	46
2023 Q4	$660K	Sell	16,142 -2,475	-13%	-$97.2K	0.42%	47
2023 Q3	$706K	Buy	18,617 +5,133	+38%	+$213K	0.5%	44
2023 Q2	$570K	Sell	13,484 -607	-4%	-$26.4K	0.4%	48
2023 Q1	$617K	Sell	14,091 -86	-0.6%	-$3.78K	0.62%	47
2022 Q4	$646K	Buy	14,177 +178	+1%	+$7.83K	0.67%	45
2022 Q3	$591K	Buy	13,999 +217	+2%	+$10.2K	0.66%	51
2022 Q2	$622K	Sell	13,782 -1,498	-10%	-$69.8K	0.69%	51
2022 Q1	$732K	Sell	15,280 -40	-0.3%	-$1.79K	0.84%	40
2021 Q4	$710K	Buy	15,320 +579	+4%	+$25.3K	0.81%	40
2021 Q3	$607K	Buy	14,741 +1,193	+9%	+$51.4K	0.52%	61
2021 Q2	$556K	Buy	13,548 +515	+4%	+$21.8K	0.48%	69
2021 Q1	$541K	Buy	13,033 +512	+4%	+$20.6K	0.48%	71
2020 Q4	$508K	Buy	12,521 +323	+3%	+$13.1K	0.48%	73
2020 Q3	$463K	Buy	12,198 +331	+3%	+$12.6K	0.43%	73
2020 Q2	$438K	Sell	11,867 -882	-7%	-$32.9K	0.44%	70
2020 Q1	$458K	Sell	12,749 -17,351	-58%	-$722K	0.45%	73
2019 Q4	$1.27M	Buy	+30,100	New	+$1.25M	1.19%	21

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

Beam Wealth Advisors's FUTY Position: Q2 2026 in Review

Beam Wealth Advisors increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 6.1% in Q2 2026, buying an estimated $47K and bringing the position to 13,892 shares worth $812K. The position accounts for 0.18% of the portfolio, ranked #86.

Beam Wealth Advisors first reported a position in FUTY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.27M in Q4 2019. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Beam Wealth Advisors held 13,892 shares of Fidelity MSCI Utilities Index ETF worth $812K as of Q2 2026.
Beam Wealth Advisors bought 803 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $47K.
Fidelity MSCI Utilities Index ETF made up 0.18% of Beam Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Beam Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 27 quarters since.
Beam Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.27M in Q4 2019.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.