Graham Capital Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Graham Capital 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 Q2	$275K	Buy	4,701 +645	+16%	+$37.7K	0.21%	52
2026 Q1	$240K	Buy	+4,056	New	+$235K	0.21%	49
2023 Q2	–	Sell	-4,786	Closed	-$210K	–	82
2023 Q1	$210K	Sell	4,786 -261	-5%	-$11.5K	0.3%	44
2022 Q4	$230K	Sell	5,047 -563	-10%	-$24.8K	0.41%	40
2022 Q3	$237K	Sell	5,610 -144	-3%	-$6.8K	0.28%	50
2022 Q2	$260K	Sell	5,754 -420	-7%	-$19.6K	0.23%	74
2022 Q1	$296K	Sell	6,174 -22,935	-79%	-$1.03M	0.26%	76
2021 Q4	$1.01M	Buy	+29,109	New	+$1.27M	0.83%	50

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

Graham Capital Wealth Management's FUTY Position: Q2 2026 in Review

Graham Capital Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 16% in Q2 2026, buying an estimated $37.7K and bringing the position to 4,701 shares worth $275K. The position accounts for 0.21% of the portfolio, ranked #52.

Graham Capital Wealth Management first reported a position in FUTY in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2021. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Graham Capital Wealth Management held 4,701 shares of Fidelity MSCI Utilities Index ETF worth $275K as of Q2 2026.
Graham Capital Wealth Management bought 645 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $37.7K.
Fidelity MSCI Utilities Index ETF made up 0.21% of Graham Capital Wealth Management's portfolio in Q2 2026, its #52 holding.
Graham Capital Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 8 quarters since.
Graham Capital Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $1.01M in Q4 2021.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.