Belpointe Asset Management’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	–	Sell	-4,706	Closed	-$260K	–	1113
2025 Q4	$260K	Buy	+4,706	New	+$269K	0.01%	866
2023 Q2	–	Sell	-2,370	Closed	-$104K	–	1593
2023 Q1	$104K	Sell	2,370 -126	-5%	-$5.54K	0.01%	1284
2022 Q4	$114K	Sell	2,496 -1,719	-41%	-$75.6K	0.01%	1170
2022 Q3	$178K	Buy	4,215 +24	+0.6%	+$1.13K	0.01%	882
2022 Q2	$189K	Buy	4,191 +184	+5%	+$8.57K	0.01%	849
2022 Q1	$192K	Sell	4,007 -143	-3%	-$6.4K	0.01%	928
2021 Q4	$193K	Buy	4,150 +66	+2%	+$2.88K	0.01%	915
2021 Q3	$168K	Sell	4,084 -142	-3%	-$6.12K	0.01%	926
2021 Q2	$174K	Buy	4,226 +482	+13%	+$20.4K	0.01%	880
2021 Q1	$155K	Hold	3,744	–	–	0.01%	838
2020 Q4	$152K	Hold	3,744	–	–	0.01%	794
2020 Q3	$142K	Sell	3,744 -250	-6%	-$9.54K	0.02%	661
2020 Q2	$146K	Buy	3,994 +187	+5%	+$6.97K	0.02%	619
2020 Q1	$137K	Sell	3,807 -100	-3%	-$4.16K	0.02%	526
2019 Q4	$165K	Buy	3,907 +50	+1%	+$2.08K	0.02%	603
2019 Q3	$164K	Hold	3,857	–	–	0.03%	520
2019 Q2	$151K	Sell	3,857 -100	-3%	-$3.86K	0.03%	485
2019 Q1	$152K	Buy	3,957 +535	+16%	+$19.6K	0.03%	353
2018 Q4	$119K	Hold	3,422	–	–	0.03%	448
2018 Q3	$119K	Buy	+3,422	New	+$120K	0.02%	599