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 Q2	$243K	Sell	4,160 -640	-13%	-$37.4K	0.09%	138
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 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

BKM Wealth Management's FUTY Position: Q2 2026 in Review

BKM Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 13% in Q2 2026, selling an estimated $37.4K and leaving 4,160 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #138.

BKM Wealth Management first reported a position in FUTY in Q4 2023 and has held it in 11 quarters since. The position peaked at $284K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

BKM Wealth Management held 4,160 shares of Fidelity MSCI Utilities Index ETF worth $243K as of Q2 2026.
BKM Wealth Management sold 640 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $37.4K.
Fidelity MSCI Utilities Index ETF made up 0.09% of BKM Wealth Management's portfolio in Q2 2026, its #138 holding.
BKM Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $284K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.