Northside Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Northside Capital 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
2026 Q2	$7.91M	Sell	135,459 -4,480	-3%	-$262K	0.65%	50
2026 Q1	$8.27M	Buy	139,939 +19,461	+16%	+$1.13M	0.73%	43
2025 Q4	$6.65M	Buy	120,478 +2,135	+2%	+$122K	0.58%	48
2025 Q3	$6.68M	Buy	118,343 +114,353	+2,866%	+$6.24M	0.61%	41
2025 Q2	$210K	Buy	+3,990	New	+$205K	0.02%	182

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return