Sage Mountain Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sage Mountain 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	$22.9K	Hold	392	–	–	﹤0.01%	281
2026 Q1	$23.2K	Hold	392	–	–	﹤0.01%	259
2025 Q4	$21.6K	Hold	392	–	–	﹤0.01%	540
2025 Q3	$22.1K	Hold	392	–	–	﹤0.01%	526
2025 Q2	$20.6K	Hold	392	–	–	﹤0.01%	469
2025 Q1	$20K	Hold	392	–	–	﹤0.01%	452
2024 Q4	$19.1K	Hold	392	–	–	﹤0.01%	446
2024 Q3	$20.3K	Buy	+392	New	+$18.7K	﹤0.01%	457

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

Sage Mountain Advisors's FUTY Position: Q2 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 392 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Sage Mountain Advisors first reported a position in FUTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.2K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Sage Mountain Advisors held 392 shares of Fidelity MSCI Utilities Index ETF worth $22.9K as of Q2 2026.
Sage Mountain Advisors left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #281 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 8 quarters since.
Sage Mountain Advisors's Fidelity MSCI Utilities Index ETF position peaked at $23.2K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.