GCWM
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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
Q1 		$240K Buy
+4,056
New +$235K 0.21% 49
2023
Q2 		– Sell
-4,786
Closed -$2.1M – 82
2023
Q1 		$2.1M 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

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Lido Advisors
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KAS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return