SpringVest Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

SpringVest Wealth 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	$298K	Buy	+5,100	New	+$298K	0.19%	64

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

SpringVest Wealth Management's FUTY Position: Q2 2026 in Review

SpringVest Wealth Management opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 5,100 shares worth $298K. The stake represents 0.19% of the portfolio and ranks #64 among its holdings.

257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

SpringVest Wealth Management held 5,100 shares of Fidelity MSCI Utilities Index ETF worth $298K as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new SpringVest Wealth Management position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.19% of SpringVest Wealth Management's portfolio in Q2 2026, its #64 holding.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.