Global Wealth Management Investment Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Global Wealth Management Investment 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
2024 Q1	–	Sell	-155	Closed	-$6.33K	–	253
2023 Q4	$6.33K	Sell	155 -1,020	-87%	-$40K	﹤0.01%	320
2023 Q3	$44.6K	Hold	1,175	–	–	0.01%	200
2023 Q2	$49.7K	Buy	+1,175	New	+$51.1K	0.01%	192
2022 Q3	–	Sell	-1,250	Closed	-$56K	–	265
2022 Q2	$56K	Hold	1,250	–	–	0.02%	171
2022 Q1	$60K	Buy	1,250 +451	+56%	+$20.2K	0.02%	179
2021 Q4	$37K	Sell	799 -503	-39%	-$22K	0.01%	210
2021 Q3	$54K	Buy	1,302 +705	+118%	+$30.4K	0.02%	198
2021 Q2	$24K	Buy	+597	New	+$25.3K	0.01%	239

Other funds holding FUTY

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's FUTY Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 155 shares — an estimated $6.33K sold.

Global Wealth Management Investment Advisory first reported a position in FUTY in Q2 2021 and held it in 8 quarters. The position peaked at $60K in Q1 2022. 181 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 155 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $6.33K.
Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2021 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Fidelity MSCI Utilities Index ETF position peaked at $60K in Q1 2022.
181 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.