Cornerstone Wealth Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cornerstone Wealth Group’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
2020 Q4	–	Sell	-109,308	Closed	-$4.15M	–	160
2020 Q3	$4.15M	Buy	109,308 +42,092	+63%	+$1.61M	1.13%	23
2020 Q2	$2.45M	Buy	67,216 +6,552	+11%	+$244K	0.62%	48
2020 Q1	$2.18M	Buy	60,664 +10,047	+20%	+$418K	0.77%	43
2019 Q4	$2.14M	Buy	50,617 +3,984	+9%	+$166K	0.58%	62
2019 Q3	$1.98M	Buy	46,633 +5,444	+13%	+$221K	0.5%	61
2019 Q2	$1.62M	Buy	+41,189	New	+$1.59M	0.44%	71

Other funds holding FUTY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return