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

CreativeOne Wealth’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	$659K	Sell	11,279 -2,311	-17%	-$135K	0.01%	705
2026 Q1	$803K	Sell	13,590 -3,171	-19%	-$184K	0.02%	654
2025 Q4	$926K	Sell	16,761 -59	-0.4%	-$3.38K	0.02%	579
2025 Q3	$950K	Buy	16,820 +1,760	+12%	+$96.1K	0.02%	567
2025 Q2	$792K	Buy	15,060 +3,129	+26%	+$161K	0.02%	605
2025 Q1	$608K	Buy	11,931 +352	+3%	+$17.7K	0.02%	627
2024 Q4	$565K	Buy	+11,579	New	+$591K	0.02%	656
2023 Q1	–	Sell	-4,445	Closed	-$203K	–	806
2022 Q4	$203K	Buy	+4,445	New	+$196K	0.01%	694

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

CreativeOne Wealth's FUTY Position: Q2 2026 in Review

CreativeOne Wealth reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 17% in Q2 2026, selling an estimated $135K and leaving 11,279 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #705.

CreativeOne Wealth first reported a position in FUTY in Q4 2022 and has held it in 8 quarters since. The position peaked at $950K in Q3 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

CreativeOne Wealth held 11,279 shares of Fidelity MSCI Utilities Index ETF worth $659K as of Q2 2026.
CreativeOne Wealth sold 2,311 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $135K.
Fidelity MSCI Utilities Index ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #705 holding.
CreativeOne Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and has held it in 8 quarters since.
CreativeOne Wealth's Fidelity MSCI Utilities Index ETF position peaked at $950K in Q3 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.