Elevated Capital Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Elevated Capital Advisors’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	$1.02M	Sell	17,477 -8,227	-32%	-$481K	0.28%	78
2026 Q1	$1.52M	Sell	25,704 -2,216	-8%	-$128K	0.38%	65
2025 Q4	$1.54M	Buy	27,920 +7,905	+39%	+$453K	0.36%	72
2025 Q3	$1.13M	Buy	20,015 +6,134	+44%	+$335K	0.28%	93
2025 Q2	$707K	Hold	13,881	–	–	0.2%	153
2025 Q1	$707K	Sell	13,881 -219	-2%	-$11K	0.2%	153
2024 Q4	$688K	Buy	14,100 +4,821	+52%	+$246K	0.19%	156
2024 Q3	$481K	Buy	+9,279	New	+$444K	0.13%	205

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

Elevated Capital Advisors's FUTY Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 32% in Q2 2026, selling an estimated $481K and leaving 17,477 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #78.

Elevated Capital Advisors first reported a position in FUTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q4 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Elevated Capital Advisors held 17,477 shares of Fidelity MSCI Utilities Index ETF worth $1.02M as of Q2 2026.
Elevated Capital Advisors sold 8,227 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $481K.
Fidelity MSCI Utilities Index ETF made up 0.28% of Elevated Capital Advisors's portfolio in Q2 2026, its #78 holding.
Elevated Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.54M in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.