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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
Q2 		$58.9K Hold
1,000
– – 0.03% 151
2026
Q1 		$59.7K Buy
+1,000
New +$58K 0.03% 145

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Holos Integrated Wealth's FUTY Position: Q2 2026 in Review

Holos Integrated Wealth held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 1,000 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #151.

Holos Integrated Wealth first reported a position in FUTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $59.7K in Q1 2026. 72 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Holos Integrated Wealth held 1,000 shares of Fidelity MSCI Utilities Index ETF worth $58.9K as of Q2 2026.
  • Holos Integrated Wealth left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Utilities Index ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #151 holding.
  • Holos Integrated Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's Fidelity MSCI Utilities Index ETF position peaked at $59.7K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.