Primoris Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Primoris Wealth Advisors’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	$3.82M	Sell	65,425 -28,900	-31%	-$1.69M	1.74%	15
2026 Q1	$5.57M	Buy	94,325 +65,650	+229%	+$3.81M	3.9%	5
2025 Q4	$1.58M	Hold	28,675	–	–	0.95%	33
2025 Q3	$1.62M	Sell	28,675 -17,750	-38%	-$969K	1.03%	32
2025 Q2	$2.44M	Buy	46,425 +24,350	+110%	+$1.25M	1.67%	24
2025 Q1	$1.12M	Sell	22,075 -27,300	-55%	-$1.38M	0.87%	36
2024 Q4	$2.41M	Sell	49,375 -7,500	-13%	-$383K	1.83%	17
2024 Q3	$2.94M	Buy	+56,875	New	+$2.72M	2.14%	14

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

Primoris Wealth Advisors's FUTY Position: Q2 2026 in Review

Primoris Wealth Advisors reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 31% in Q2 2026, selling an estimated $1.69M and leaving 65,425 shares worth $3.82M. The position accounts for 1.74% of the portfolio, ranked #15.

Primoris Wealth Advisors first reported a position in FUTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.57M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Primoris Wealth Advisors held 65,425 shares of Fidelity MSCI Utilities Index ETF worth $3.82M as of Q2 2026.
Primoris Wealth Advisors sold 28,900 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $1.69M.
Fidelity MSCI Utilities Index ETF made up 1.74% of Primoris Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Primoris Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 8 quarters since.
Primoris Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $5.57M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.