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

Bullock 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
2025
Q2 		– Sell
-747
Closed -$38.2K – 600
2025
Q1 		$38.2K Sell
747
-383
-34% -$19.3K 0.02% 262
2024
Q4 		$55.1K Buy
1,130
+8
+0.7% +$408 0.03% 243
2024
Q3 		$58.6K Buy
1,122
+8
+0.7% +$383 0.04% 223
2024
Q2 		$48.6K Buy
1,114
+9
+0.8% +$399 0.03% 235
2024
Q1 		$46.6K Buy
+1,105
New +$44.5K 0.03% 249

Other funds holding FUTY

Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bullock Wealth Management's FUTY Position: Q2 2025 in Review

Bullock Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2025, closing a stake of 747 shares — an estimated $38.2K sold.

Bullock Wealth Management first reported a position in FUTY in Q1 2024 and held it in 5 quarters. The position peaked at $58.6K in Q3 2024. 232 funds tracked by Wall St. Rank hold FUTY as of Q2 2025.

  • Bullock Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 747 Fidelity MSCI Utilities Index ETF shares in Q2 2025, an estimated $38.2K.
  • Bullock Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and held it in 5 quarters.
  • Bullock Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $58.6K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.