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

Primoris Wealth Advisors’s Portfolio FUTY Stock Details FUTY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.44M Buy
46,425
+24,350
+110% +$1.28M 1.67% 24
2025
Q1 		$1.12M Sell
22,075
-27,300
-55% -$1.39M 0.87% 36
2024
Q4 		$2.41M Sell
49,375
-7,500
-13% -$366K 1.83% 17
2024
Q3 		$2.94M Buy
+56,875
New +$2.94M 2.14% 14