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

Nova 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
2026 Q2	$665K	Buy	11,380 +4,981	+78%	+$291K	0.37%	79
2026 Q1	$378K	Buy	6,399 +2,219	+53%	+$129K	0.25%	94
2025 Q4	$231K	Buy	4,180 +322	+8%	+$18.4K	0.16%	118
2025 Q3	$218K	Buy	3,858 +2,115	+121%	+$115K	0.15%	123
2025 Q2	$91.7K	Buy	1,743 +1,660	+2,000%	+$85.4K	0.07%	168
2025 Q1	$4.23K	Buy	+83	New	+$4.18K	﹤0.01%	393

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 22.96% 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

Nova Wealth Management's FUTY Position: Q2 2026 in Review

Nova Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 78% in Q2 2026, buying an estimated $291K and bringing the position to 11,380 shares worth $665K. The position accounts for 0.37% of the portfolio, ranked #79.

Nova Wealth Management first reported a position in FUTY in Q1 2025 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Nova Wealth Management held 11,380 shares of Fidelity MSCI Utilities Index ETF worth $665K as of Q2 2026.
Nova Wealth Management bought 4,981 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $291K.
Fidelity MSCI Utilities Index ETF made up 0.37% of Nova Wealth Management's portfolio in Q2 2026, its #79 holding.
Nova Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2025 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.