Beaumont Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Beaumont Capital 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
2022 Q2	–	Sell	-145,900	Closed	-$6.99M	–	35
2022 Q1	$6.99M	Sell	145,900 -980	-0.7%	-$43.9K	4.5%	6
2021 Q4	$6.8M	Sell	146,880 -42,692	-23%	-$1.86M	3.93%	6
2021 Q3	$7.8M	Buy	189,572 +29,269	+18%	+$1.26M	6.69%	3
2021 Q2	$6.58M	Buy	160,303 +7,868	+5%	+$333K	6.47%	2
2021 Q1	$6.33M	Sell	152,435 -13,925	-8%	-$561K	6.28%	4
2020 Q4	$6.75M	Buy	+166,360	New	+$6.76M	6.75%	5

Other funds holding FUTY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return