Q3 Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Q3 Asset Management’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	-55,766	Closed	-$3.29M	–	81
2026 Q1	$3.29M	Buy	+55,766	New	+$3.23M	0.8%	19
2025 Q2	–	Sell	-19,617	Closed	-$999K	–	60
2025 Q1	$999K	Buy	19,617 +15,159	+340%	+$764K	0.68%	27
2024 Q4	$217K	Sell	4,458 -319,065	-99%	-$16.3M	0.13%	47
2024 Q3	$16.8M	Buy	323,523 +207,690	+179%	+$9.93M	3.92%	4
2024 Q2	$5.09M	Buy	+115,833	New	+$5.13M	1.16%	13
2023 Q1	–	Sell	-20,308	Closed	-$925K	–	53
2022 Q4	$925K	Sell	20,308 -197,876	-91%	-$8.71M	0.63%	31
2022 Q3	$9.21M	Buy	+218,184	New	+$10.3M	6.7%	3
2020 Q2	–	Sell	-21,335	Closed	-$766K	–	31
2020 Q1	$766K	Buy	+21,335	New	+$887K	0.79%	19
2019 Q3	–	Sell	-5,452	Closed	-$144K	–	28
2019 Q2	$144K	Buy	+5,452	New	+$211K	0.34%	23

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

Q3 Asset Management's FUTY Position: Q2 2026 in Review

Q3 Asset Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 55,766 shares — an estimated $3.29M sold.

Q3 Asset Management first reported a position in FUTY in Q2 2019 and held it in 9 quarters. The position peaked at $16.8M in Q3 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Q3 Asset Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Q3 Asset Management sold 55,766 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $3.29M.
Q3 Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 9 quarters.
Q3 Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $16.8M in Q3 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Q3 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.