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Investment Advisory Services Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Investment Advisory Services Group’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
-4,189
Closed -$231K – 30
2025
Q4 		$231K Buy
+4,189
New +$240K 0.21% 30

Other funds holding FUTY

Bank of America
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AWM
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
KAS
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 $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investment Advisory Services Group's FUTY Position: Q1 2026 in Review

Investment Advisory Services Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 4,189 shares — an estimated $231K sold.

Investment Advisory Services Group first reported a position in FUTY in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Investment Advisory Services Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
  • Investment Advisory Services Group sold 4,189 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $231K.
  • Investment Advisory Services Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and held it in 1 quarter.
  • Investment Advisory Services Group's Fidelity MSCI Utilities Index ETF position peaked at $231K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Investment Advisory Services Group's 13F filing for Q1 2026, filed 28 Apr 2026.