Independence Financial Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Independence Financial 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
2026 Q2	$1.01M	Sell	17,228 -176,810	-91%	-$10.3M	0.26%	29
2026 Q1	$11.5M	Sell	194,038 -6,056	-3%	-$351K	3.44%	11
2025 Q4	$11M	Buy	200,094 +7,226	+4%	+$414K	3.04%	16
2025 Q3	$10.9M	Buy	192,868 +185,792	+2,626%	+$10.1M	3.32%	14
2025 Q2	$372K	Buy	7,076 +1	+0%	+$51	0.14%	42
2025 Q1	$360K	Buy	+7,075	New	+$356K	0.14%	36

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

Independence Financial Advisors's FUTY Position: Q2 2026 in Review

Independence Financial Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 91% in Q2 2026, selling an estimated $10.3M and leaving 17,228 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #29.

Independence Financial Advisors first reported a position in FUTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.5M in Q1 2026. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Independence Financial Advisors held 17,228 shares of Fidelity MSCI Utilities Index ETF worth $1.01M as of Q2 2026.
Independence Financial Advisors sold 176,810 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $10.3M.
Fidelity MSCI Utilities Index ETF made up 0.26% of Independence Financial Advisors's portfolio in Q2 2026, its #29 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $11.5M in Q1 2026.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.