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

GSB 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	$3.22M	Sell	55,038 -808	-1%	-$47.3K	0.65%	50
2026 Q1	$3.3M	Buy	55,846 +758	+1%	+$43.9K	0.74%	45
2025 Q4	$3.04M	Sell	55,088 -2,484	-4%	-$142K	0.69%	48
2025 Q3	$3.25M	Buy	57,572 +2,936	+5%	+$160K	0.74%	43
2025 Q2	$2.87M	Buy	54,636 +335	+0.6%	+$17.2K	0.7%	45
2025 Q1	$2.77M	Buy	54,301 +2,642	+5%	+$133K	0.73%	50
2024 Q4	$2.52M	Buy	51,659 +424	+0.8%	+$21.6K	0.65%	47
2024 Q3	$2.65M	Buy	51,235 +35,623	+228%	+$1.7M	0.68%	48
2024 Q2	$686K	Buy	15,612 +800	+5%	+$35.4K	0.19%	117
2024 Q1	$628K	Buy	14,812 +4,637	+46%	+$187K	0.18%	127
2023 Q4	$416K	Sell	10,175 -410	-4%	-$16.1K	0.13%	146
2023 Q3	$401K	Sell	10,585 -703	-6%	-$29.2K	0.13%	142
2023 Q2	$477K	Sell	11,288 -19,702	-64%	-$857K	0.16%	132
2023 Q1	$1.4M	Buy	30,990 +9,099	+42%	+$400K	0.46%	82
2022 Q4	$998K	Buy	21,891 +820	+4%	+$36.1K	0.36%	98
2022 Q3	$890K	Sell	21,071 -430	-2%	-$20.3K	0.32%	107
2022 Q2	$970K	Sell	21,501 -6,533	-23%	-$304K	0.33%	105
2022 Q1	$1.34M	Buy	28,034 +317	+1%	+$14.2K	0.39%	90
2021 Q4	$1.28M	Buy	27,717 +1,390	+5%	+$60.7K	0.37%	95
2021 Q3	$1.08M	Sell	26,327 -574	-2%	-$24.8K	0.56%	55
2021 Q2	$1.1M	Buy	26,901 +1,199	+5%	+$50.8K	0.34%	100
2021 Q1	$1.07M	Buy	+25,702	New	+$1.04M	0.35%	93

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 22.9% 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

GSB Wealth Management's FUTY Position: Q2 2026 in Review

GSB Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.4% in Q2 2026, selling an estimated $47.3K and leaving 55,038 shares worth $3.22M. The position accounts for 0.65% of the portfolio, ranked #50.

GSB Wealth Management first reported a position in FUTY in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.3M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

GSB Wealth Management held 55,038 shares of Fidelity MSCI Utilities Index ETF worth $3.22M as of Q2 2026.
GSB Wealth Management sold 808 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $47.3K.
Fidelity MSCI Utilities Index ETF made up 0.65% of GSB Wealth Management's portfolio in Q2 2026, its #50 holding.
GSB Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and has held it in 22 quarters since.
GSB Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $3.3M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.