Centennial Wealth Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Centennial Wealth Advisory’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	$504K	Sell	8,624 -113	-1%	-$6.61K	0.11%	125
2026 Q1	$516K	Buy	8,737 +1,093	+14%	+$63.4K	0.13%	102
2025 Q4	$422K	Buy	7,644 +492	+7%	+$28.2K	0.11%	124
2025 Q3	$404K	Buy	7,152 +516	+8%	+$28.2K	0.11%	123
2025 Q2	$351K	Sell	6,636 -472	-7%	-$24.3K	0.11%	119
2025 Q1	$362K	Buy	7,108 +566	+9%	+$28.5K	0.13%	108
2024 Q4	$319K	Buy	6,542 +276	+4%	+$14.1K	0.13%	110
2024 Q3	$325K	Buy	6,266 +465	+8%	+$22.2K	0.13%	109
2024 Q2	$255K	Sell	5,801 -140	-2%	-$6.2K	0.11%	120
2024 Q1	$252K	Buy	+5,941	New	+$239K	0.12%	119

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

Centennial Wealth Advisory's FUTY Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.3% in Q2 2026, selling an estimated $6.61K and leaving 8,624 shares worth $504K. The position accounts for 0.11% of the portfolio, ranked #125.

Centennial Wealth Advisory first reported a position in FUTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $516K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Centennial Wealth Advisory held 8,624 shares of Fidelity MSCI Utilities Index ETF worth $504K as of Q2 2026.
Centennial Wealth Advisory sold 113 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $6.61K.
Fidelity MSCI Utilities Index ETF made up 0.11% of Centennial Wealth Advisory's portfolio in Q2 2026, its #125 holding.
Centennial Wealth Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and has held it in 10 quarters since.
Centennial Wealth Advisory's Fidelity MSCI Utilities Index ETF position peaked at $516K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.