Montag & Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Montag & Associates’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	–	Sell	-48	Closed	-$2.84K	–	969
2026 Q1	$2.84K	Hold	48	–	–	﹤0.01%	824
2025 Q4	$2.65K	Hold	48	–	–	﹤0.01%	848
2025 Q3	$2.71K	Hold	48	–	–	﹤0.01%	883
2025 Q2	$2.52K	Buy	+48	New	+$2.47K	﹤0.01%	833

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

Montag & Associates's FUTY Position: Q2 2026 in Review

Montag & Associates sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 48 shares — an estimated $2.84K sold.

Montag & Associates first reported a position in FUTY in Q2 2025 and held it in 4 quarters. The position peaked at $2.84K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Montag & Associates reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Montag & Associates sold 48 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $2.84K.
Montag & Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and held it in 4 quarters.
Montag & Associates's Fidelity MSCI Utilities Index ETF position peaked at $2.84K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.