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

IMG 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
Q1 		– Sell
-639
Closed -$35.3K – 549
2025
Q4 		$35.3K Hold
639
– – 0.02% 187
2025
Q3 		$36.1K Hold
639
– – 0.02% 165
2025
Q2 		$33.6K Buy
+639
New +$32.9K 0.03% 168

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMG Wealth Management's FUTY Position: Q1 2026 in Review

IMG Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 639 shares — an estimated $35.3K sold.

IMG Wealth Management first reported a position in FUTY in Q2 2025 and held it in 3 quarters. The position peaked at $36.1K in Q3 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • IMG Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 639 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $35.3K.
  • IMG Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $36.1K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.