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Stableford Capital II’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Stableford Capital II’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
-8,069
Closed -$477K – 153
2026
Q1 		$477K Sell
8,069
-792
-9% -$45.9K 0.18% 127
2025
Q4 		$489K Sell
8,861
-219
-2% -$12.5K 0.18% 125
2025
Q3 		$513K Sell
9,080
-44
-0.5% -$2.4K 0.19% 120
2025
Q2 		$497K Hold
9,124
– – 0.19% 108
2025
Q1 		$459K Buy
9,124
+161
+2% +$8.11K 0.19% 95
2024
Q4 		$437K Sell
8,963
-254
-3% -$13K 0.17% 111
2024
Q3 		$469K Hold
9,217
– – 0.19% 115
2024
Q2 		$418K Sell
9,217
-78
-0.8% -$3.46K 0.16% 119
2024
Q1 		$394K Sell
9,295
-502
-5% -$20.2K 0.16% 115
2023
Q4 		$397K Sell
9,797
-56,940
-85% -$2.24M 0.17% 107
2023
Q3 		$2.56M Buy
66,737
+2
+0% +$83 1.18% 18
2023
Q2 		$2.77M Buy
+66,735
New +$2.9M 1.23% 17
2023
Q1 		– Sell
-65,763
Closed -$3.04M – 100
2022
Q4 		$3.04M Sell
65,763
-774
-1% -$34.1K 1.65% 16
2022
Q3 		$2.73M Buy
66,537
+55,469
+501% +$2.62M 1.32% 22
2022
Q2 		$529K Sell
11,068
-2,045
-16% -$95.3K 0.24% 93
2022
Q1 		$646K Sell
13,113
-14,292
-52% -$640K 0.27% 93
2021
Q4 		$1.21M Buy
27,405
+18,138
+196% +$792K 0.51% 46
2021
Q3 		$395K Sell
9,267
-176
-2% -$7.59K 0.2% 100
2021
Q2 		$387K Buy
9,443
+346
+4% +$14.7K 0.18% 104
2021
Q1 		$377K Sell
9,097
-139
-2% -$5.6K 0.19% 100
2020
Q4 		$375K Sell
9,236
-7,697
-45% -$313K 0.22% 96
2020
Q3 		$642K Buy
16,933
+1,174
+7% +$44.8K 0.44% 47
2020
Q2 		$575K Buy
+15,759
New +$587K 0.43% 44
2020
Q1 		– Sell
-42,489
Closed -$1.8M – 76
2019
Q4 		$1.8M Sell
42,489
-78,307
-65% -$3.26M 1.64% 19
2019
Q3 		$5.13M Sell
120,796
-1,684
-1% -$68.3K 4.82% 4
2019
Q2 		$4.81M Buy
122,480
+24,076
+24% +$930K 4.68% 5
2019
Q1 		$3.77M Buy
98,404
+44,223
+82% +$1.62M 3.14% 7
2018
Q4 		$1.89M Sell
54,181
-119,744
-69% -$4.29M 2.01% 16
2018
Q3 		$6.06M Buy
173,925
+739
+0.4% +$25.9K 4% 4
2018
Q2 		$5.93M Sell
173,186
-827
-0.5% -$27.4K 3.86% 4
2018
Q1 		$5.75M Buy
174,013
+91,791
+112% +$3M 4.04% 4
2017
Q4 		$2.84M Buy
82,222
+12,878
+19% +$460K 1.91% 15
2017
Q3 		$2.39M Buy
69,344
+4,501
+7% +$157K 1.74% 16
2017
Q2 		$2.19M Buy
64,843
+3,597
+6% +$122K 1.75% 15
2017
Q1 		$2.04M Buy
+61,246
New +$1.99M 1.77% 18

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Stableford Capital II's FUTY Position: Q2 2026 in Review

Stableford Capital II sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 8,069 shares — an estimated $477K sold.

Stableford Capital II first reported a position in FUTY in Q1 2017 and held it in 35 quarters. The position peaked at $6.06M in Q3 2018. 65 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Stableford Capital II reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
  • Stableford Capital II sold 8,069 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $477K.
  • Stableford Capital II first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2017 and held it in 35 quarters.
  • Stableford Capital II's Fidelity MSCI Utilities Index ETF position peaked at $6.06M in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.