HHM Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-47	Closed	-$2.07K	–	799
2024 Q2	$2.07K	Buy	+47	New	+$2.08K	﹤0.01%	704
2024 Q1	–	Sell	-173	Closed	-$7.07K	–	752
2023 Q4	$7.07K	Hold	173	–	–	﹤0.01%	580
2023 Q3	$6.56K	Hold	173	–	–	﹤0.01%	589
2023 Q2	$7.32K	Hold	173	–	–	﹤0.01%	595
2023 Q1	$7.58K	Hold	173	–	–	﹤0.01%	568
2022 Q4	$7.88K	Hold	173	–	–	﹤0.01%	480
2022 Q3	$7K	Hold	173	–	–	﹤0.01%	484
2022 Q2	$8K	Hold	173	–	–	﹤0.01%	569
2022 Q1	$8K	Hold	173	–	–	﹤0.01%	563
2021 Q4	$8K	Hold	173	–	–	﹤0.01%	529
2021 Q3	$7K	Hold	173	–	–	﹤0.01%	521
2021 Q2	$7K	Hold	173	–	–	﹤0.01%	501
2021 Q1	$7K	Hold	173	–	–	﹤0.01%	473
2020 Q4	$7K	Hold	173	–	–	﹤0.01%	441
2020 Q3	$7K	Hold	173	–	–	﹤0.01%	412
2020 Q2	$6K	Hold	173	–	–	﹤0.01%	396
2020 Q1	$6K	Buy	+173	New	+$7.2K	﹤0.01%	379

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

HHM Wealth Advisors's FUTY Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 47 shares — an estimated $2.07K sold.

HHM Wealth Advisors first reported a position in FUTY in Q1 2020 and held it in 17 quarters. The position peaked at $8K in Q2 2022. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

HHM Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
HHM Wealth Advisors sold 47 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $2.07K.
HHM Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and held it in 17 quarters.
HHM Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $8K in Q2 2022.
196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.