Pinnacle Wealth Planning Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Pinnacle Wealth Planning 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	$1.34K	Hold	23	–	–	﹤0.01%	2540
2026 Q1	$1.36K	Hold	23	–	–	﹤0.01%	2510
2025 Q4	$1.27K	Buy	+23	New	+$1.32K	﹤0.01%	2556

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

Pinnacle Wealth Planning Services's FUTY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 23 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Pinnacle Wealth Planning Services first reported a position in FUTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Pinnacle Wealth Planning Services held 23 shares of Fidelity MSCI Utilities Index ETF worth $1.34K as of Q2 2026.
Pinnacle Wealth Planning Services left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2540 holding.
Pinnacle Wealth Planning Services first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Fidelity MSCI Utilities Index ETF position peaked at $1.36K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.