Carson Wealth (CWM LLC)
FUTY icon

Carson Wealth (CWM LLC)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Carson Wealth (CWM LLC)’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 		$603K Buy
10,206
+5,473
+116% +$317K ﹤0.01% 1882
2025
Q4 		$261K Buy
4,733
+1,847
+64% +$106K ﹤0.01% 2348
2025
Q3 		$163K Buy
2,886
+2,086
+261% +$114K ﹤0.01% 2602
2025
Q2 		$42K Buy
800
+5
+0.6% +$257 ﹤0.01% 3413
2025
Q1 		$41K Buy
795
+5
+0.6% +$252 ﹤0.01% 3139
2024
Q4 		$39K Sell
790
-449
-36% -$22.9K ﹤0.01% 2971
2024
Q3 		$64K Buy
1,239
+93
+8% +$4.45K ﹤0.01% 2508
2024
Q2 		$50K Buy
1,146
+456
+66% +$20.2K ﹤0.01% 2475
2024
Q1 		$29K Sell
690
-5
-0.7% -$201 ﹤0.01% 2653
2023
Q4 		$28K Buy
695
+16
+2% +$628 ﹤0.01% 2557
2023
Q3 		$26K Buy
+679
New +$28.2K ﹤0.01% 2503
2022
Q3 		– Sell
-189
Closed -$9K – 4003
2022
Q2 		$9K Sell
189
-156
-45% -$7.27K ﹤0.01% 2634
2022
Q1 		$17K Buy
+345
New +$15.4K ﹤0.01% 2171
2018
Q1 		– Sell
-251
Closed -$9K – 1455
2017
Q4 		$9K Hold
251
– – ﹤0.01% 909
2017
Q3 		$9K Hold
251
– – ﹤0.01% 915
2017
Q2 		$8K Hold
251
– – ﹤0.01% 814
2017
Q1 		$8K Hold
251
– – ﹤0.01% 793
2016
Q4 		$8K Hold
251
– – ﹤0.01% 768
2016
Q3 		$8K Hold
251
– – ﹤0.01% 740
2016
Q2 		$8K Buy
+251
New +$7.97K ﹤0.01% 575

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FUTY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 116% in Q1 2026, buying an estimated $317K and bringing the position to 10,206 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Carson Wealth (CWM LLC) first reported a position in FUTY in Q2 2016 and has held it in 20 quarters since. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,206 shares of Fidelity MSCI Utilities Index ETF worth $603K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,473 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $317K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1882 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2016 and has held it in 20 quarters since.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.