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

Brookstone 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
2026 Q2	$635K	Buy	10,865 +105	+1%	+$6.14K	0.01%	860
2026 Q1	$636K	Sell	10,760 -641	-6%	-$37.2K	0.01%	794
2025 Q4	$630K	Sell	11,401 -710	-6%	-$40.7K	0.01%	780
2025 Q3	$684K	Sell	12,111 -124	-1%	-$6.77K	0.01%	723
2025 Q2	$644K	Sell	12,235 -70,288	-85%	-$3.61M	0.01%	686
2025 Q1	$4.2M	Sell	82,523 -14,051	-15%	-$708K	0.06%	287
2024 Q4	$4.71M	Sell	96,574 -67,974	-41%	-$3.47M	0.07%	261
2024 Q3	$8.53M	Buy	164,548 +4,100	+3%	+$196K	0.13%	180
2024 Q2	$7.28M	Buy	160,448 +13,112	+9%	+$581K	0.12%	184
2024 Q1	$6.25M	Buy	147,336 +8,295	+6%	+$334K	0.11%	194
2023 Q4	$5.68M	Sell	139,041 -3,589	-3%	-$141K	0.11%	187
2023 Q3	$5.37M	Buy	142,630 +42,531	+42%	+$1.77M	0.12%	177
2023 Q2	$4.22M	Buy	100,099 +2,731	+3%	+$119K	0.08%	219
2023 Q1	$4.36M	Sell	97,368 -20,780	-18%	-$914K	0.08%	206
2022 Q4	$5.43M	Sell	118,148 -13,650	-10%	-$601K	0.11%	167
2022 Q3	$5.25M	Sell	131,798 -50,050	-28%	-$2.36M	0.12%	156
2022 Q2	$8.18M	Sell	181,848 -29,399	-14%	-$1.37M	0.18%	131
2022 Q1	$10.3M	Sell	211,247 -129,230	-38%	-$5.78M	0.2%	106
2021 Q4	$15.5M	Sell	340,477 -86,354	-20%	-$3.77M	0.27%	83
2021 Q3	$18M	Sell	426,831 -536,168	-56%	-$23.1M	0.32%	70
2021 Q2	$40.1M	Buy	+962,999	New	+$40.8M	0.72%	36
2020 Q4	–	Sell	-20,894	Closed	-$793K	–	486
2020 Q3	$793K	Buy	20,894 +3,157	+18%	+$120K	0.04%	223
2020 Q2	$647K	Sell	17,737 -52,426	-75%	-$1.95M	0.04%	207
2020 Q1	$2.52M	Sell	70,163 -13,186	-16%	-$548K	0.14%	96
2019 Q4	$3.53M	Buy	83,349 +10,910	+15%	+$454K	0.18%	87
2019 Q3	$3.08M	Buy	+72,439	New	+$2.94M	0.17%	96
2015 Q2	–	Sell	-18,779	Closed	-$539K	–	2164
2015 Q1	$539K	Buy	18,779 +2,561	+16%	+$76.5K	0.08%	114
2014 Q4	$496K	Buy	+16,218	New	+$474K	0.08%	110

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

Brookstone Capital Management's FUTY Position: Q2 2026 in Review

Brookstone Capital Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.98% in Q2 2026, buying an estimated $6.14K and bringing the position to 10,865 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #860.

Brookstone Capital Management first reported a position in FUTY in Q4 2014 and has held it in 28 quarters since. The position peaked at $40.1M in Q2 2021. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Brookstone Capital Management held 10,865 shares of Fidelity MSCI Utilities Index ETF worth $635K as of Q2 2026.
Brookstone Capital Management bought 105 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $6.14K.
Fidelity MSCI Utilities Index ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #860 holding.
Brookstone Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2014 and has held it in 28 quarters since.
Brookstone Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $40.1M in Q2 2021.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.