Holos Integrated Wealth
FUTY icon

Holos Integrated Wealth’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Holos Integrated Wealth’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
Q3 		$53.4K Hold
1,000
– – 0.02% 161
2026
Q2 		$58.9K Hold
1,000
– – 0.03% 151
2026
Q1 		$59.7K Buy
+1,000
New +$58K 0.03% 145

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Targeted Financial Services
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Wealth Alliance Advisory Group
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Holos Integrated Wealth's FUTY Position: Q3 2026 in Review

Holos Integrated Wealth held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q3 2026 at 1,000 shares worth $53.4K. The position accounts for 0.02% of the portfolio, ranked #161.

Holos Integrated Wealth first reported a position in FUTY in Q1 2026 and has held it in 3 quarters since. The position peaked at $59.7K in Q1 2026. 88 funds tracked by Wall St. Rank hold FUTY as of Q3 2026.

  • Holos Integrated Wealth held 1,000 shares of Fidelity MSCI Utilities Index ETF worth $53.4K as of Q3 2026.
  • Holos Integrated Wealth left its Fidelity MSCI Utilities Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Utilities Index ETF made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #161 holding.
  • Holos Integrated Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's Fidelity MSCI Utilities Index ETF position peaked at $59.7K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.