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

KerberRose 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
2022 Q2	$330K	Buy	+7,314	New	+$341K	0.27%	73

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KerberRose Wealth Management's FUTY Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022: 7,314 shares worth $330K. The stake represents 0.27% of the portfolio and ranks #73 among its holdings.

174 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

KerberRose Wealth Management held 7,314 shares of Fidelity MSCI Utilities Index ETF worth $330K as of Q2 2022.
Fidelity MSCI Utilities Index ETF was a new KerberRose Wealth Management position in Q2 2022.
Fidelity MSCI Utilities Index ETF made up 0.27% of KerberRose Wealth Management's portfolio in Q2 2022, its #73 holding.
174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.