Centaurus Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Centaurus Financial’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	–	Sell	-1,710	Closed	-$101K	–	1130
2026 Q1	$101K	Buy	+1,710	New	+$99.1K	﹤0.01%	1038
2025 Q4	–	Sell	-2,150	Closed	-$121K	–	1064
2025 Q3	$121K	Buy	2,150 +90	+4%	+$4.91K	0.01%	963
2025 Q2	$108K	Buy	+2,060	New	+$106K	0.01%	921
2022 Q4	–	Sell	-4,862	Closed	-$205K	–	869
2022 Q3	$205K	Buy	+4,862	New	+$229K	0.02%	613

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Centaurus Financial's FUTY Position: Q2 2026 in Review

Centaurus Financial sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 1,710 shares — an estimated $101K sold.

Centaurus Financial first reported a position in FUTY in Q3 2022 and held it in 4 quarters. The position peaked at $205K in Q3 2022. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Centaurus Financial reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Centaurus Financial sold 1,710 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $101K.
Centaurus Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and held it in 4 quarters.
Centaurus Financial's Fidelity MSCI Utilities Index ETF position peaked at $205K in Q3 2022.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.