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

HighMark 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	$18.2K	Buy	312 +1	+0.3%	+$59	0.01%	259
2026 Q1	$18.4K	Hold	311	–	–	0.01%	233
2025 Q4	$17.2K	Buy	311 +1	+0.3%	+$57	0.01%	258
2025 Q3	$17.5K	Buy	310 +60	+24%	+$3.28K	0.01%	247
2025 Q2	$13.2K	Hold	250	–	–	0.01%	273
2025 Q1	$12.7K	Sell	250 -13	-5%	-$655	0.01%	245
2024 Q4	$12.8K	Buy	263 +163	+163%	+$8.31K	0.01%	255
2024 Q3	$5.18K	Buy	+100	New	+$4.78K	﹤0.01%	399

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

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

HighMark Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.32% in Q2 2026, buying an estimated $59 and bringing the position to 312 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #259.

HighMark Wealth Management first reported a position in FUTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.4K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

HighMark Wealth Management held 312 shares of Fidelity MSCI Utilities Index ETF worth $18.2K as of Q2 2026.
HighMark Wealth Management bought 1 Fidelity MSCI Utilities Index ETF share in Q2 2026, an estimated $59.
Fidelity MSCI Utilities Index ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #259 holding.
HighMark Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 8 quarters since.
HighMark Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $18.4K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.