BKM Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

BKM Wealth 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
2026 Q1	$284K	Sell	4,800 -149	-3%	-$8.64K	0.1%	128
2025 Q4	$273K	Sell	4,949 -11	-0.2%	-$630	0.1%	133
2025 Q3	$280K	Hold	4,960	–	–	0.1%	131
2025 Q2	$261K	Hold	4,960	–	–	0.1%	136
2025 Q1	$253K	Hold	4,960	–	–	0.1%	137
2024 Q4	$242K	Hold	4,960	–	–	0.1%	148
2024 Q3	$257K	Hold	4,960	–	–	0.1%	147
2024 Q2	$218K	Hold	4,960	–	–	0.1%	137
2024 Q1	$210K	Sell	4,960 -310	-6%	-$12.5K	0.09%	154
2023 Q4	$215K	Buy	+5,270	New	+$207K	0.09%	150

Other funds holding FUTY

Bank of America

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Commonwealth Equity Services

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

Cambridge Investment Research Advisors

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

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return