Independent Advisor Alliance’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Independent Advisor Alliance’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	$693K	Sell	11,859 -8,426	-42%	-$493K	0.02%	562
2026 Q1	$1.2M	Buy	20,285 +10,568	+109%	+$613K	0.01%	742
2025 Q4	$537K	Sell	9,717 -3,623	-27%	-$207K	0.01%	629
2025 Q3	$753K	Buy	13,340 +2,061	+18%	+$113K	0.02%	511
2025 Q2	$593K	Buy	+11,279	New	+$580K	0.02%	536
2020 Q2	–	Sell	-6,777	Closed	-$243K	–	512
2020 Q1	$243K	Buy	+6,777	New	+$282K	0.04%	322

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 22.9% 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

Independent Advisor Alliance's FUTY Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 42% in Q2 2026, selling an estimated $493K and leaving 11,859 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #562.

Independent Advisor Alliance first reported a position in FUTY in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.2M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Independent Advisor Alliance held 11,859 shares of Fidelity MSCI Utilities Index ETF worth $693K as of Q2 2026.
Independent Advisor Alliance sold 8,426 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $493K.
Fidelity MSCI Utilities Index ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #562 holding.
Independent Advisor Alliance first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and has held it in 6 quarters since.
Independent Advisor Alliance's Fidelity MSCI Utilities Index ETF position peaked at $1.2M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.