Purkiss Capital Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Purkiss Capital 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	–	Sell	-3,712	Closed	-$219K	–	193
2026 Q1	$219K	Buy	3,712 +14	+0.4%	+$812	0.1%	156
2025 Q4	$204K	Sell	3,698 -187	-5%	-$10.7K	0.1%	162
2025 Q3	$219K	Sell	3,885 -159	-4%	-$8.68K	0.11%	153
2025 Q2	$213K	Buy	+4,044	New	+$208K	0.12%	139

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

Purkiss Capital Advisors's FUTY Position: Q2 2026 in Review

Purkiss Capital Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 3,712 shares — an estimated $219K sold.

Purkiss Capital Advisors first reported a position in FUTY in Q2 2025 and held it in 4 quarters. The position peaked at $219K in Q3 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Purkiss Capital Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Purkiss Capital Advisors sold 3,712 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $219K.
Purkiss Capital Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and held it in 4 quarters.
Purkiss Capital Advisors's Fidelity MSCI Utilities Index ETF position peaked at $219K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.