Personal CFO Solutions’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Personal CFO Solutions’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	–	Sell	-27,609	Closed	-$1.32M	–	459
2022 Q1	$1.32M	Buy	27,609 +530	+2%	+$23.7K	0.26%	73
2021 Q4	$1.25M	Sell	27,079 -2,574	-9%	-$112K	0.23%	87
2021 Q3	$1.22M	Buy	29,653 +7,358	+33%	+$317K	0.25%	85
2021 Q2	$915K	Sell	22,295 -2,555	-10%	-$108K	0.19%	111
2021 Q1	$1.03M	Sell	24,850 -4,309	-15%	-$174K	0.22%	92
2020 Q4	$1.18M	Sell	29,159 -368	-1%	-$15K	0.29%	75
2020 Q3	$1K	Buy	+29,527	New	+$1.13M	0.33%	75

Other funds holding FUTY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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