Golden State Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Golden State Wealth Management’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 Q1	–	Sell	-18	Closed	-$994	–	1665
2025 Q4	$994	Buy	+18	New	+$1.03K	﹤0.01%	1517
2025 Q1	–	Sell	-25	Closed	-$1.26K	–	1605
2024 Q4	$1.26K	Buy	+25	New	+$1.27K	﹤0.01%	1322

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's FUTY Position: Q1 2026 in Review

Golden State Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 18 shares — an estimated $994 sold.

Golden State Wealth Management first reported a position in FUTY in Q4 2024 and held it in 2 quarters. The position peaked at $1.26K in Q4 2024. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Golden State Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 18 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $994.
Golden State Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2024 and held it in 2 quarters.
Golden State Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $1.26K in Q4 2024.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.