OneAscent Financial Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

OneAscent Financial Services’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	$1.47M	Buy	25,142 +5,266	+26%	+$308K	0.07%	175
2026 Q1	$1.17M	Buy	19,876 +902	+5%	+$52.3K	0.06%	182
2025 Q4	$1.05M	Buy	18,974 +152	+0.8%	+$8.7K	0.1%	142
2025 Q3	$1.06M	Buy	18,822 +2,077	+12%	+$113K	0.07%	182
2025 Q2	$881K	Buy	+16,745	New	+$861K	0.06%	197

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

OneAscent Financial Services's FUTY Position: Q2 2026 in Review

OneAscent Financial Services increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 26% in Q2 2026, buying an estimated $308K and bringing the position to 25,142 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #175.

OneAscent Financial Services first reported a position in FUTY in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

OneAscent Financial Services held 25,142 shares of Fidelity MSCI Utilities Index ETF worth $1.47M as of Q2 2026.
OneAscent Financial Services bought 5,266 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $308K.
Fidelity MSCI Utilities Index ETF made up 0.07% of OneAscent Financial Services's portfolio in Q2 2026, its #175 holding.
OneAscent Financial Services first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.