Tounjian Advisory Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Tounjian Advisory Partners’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	$8.06K	Sell	138 -6,708	-98%	-$392K	﹤0.01%	401
2026 Q1	$404K	Buy	6,846 +1,008	+17%	+$58.4K	0.15%	127
2025 Q4	$322K	Sell	5,838 -206	-3%	-$11.8K	0.11%	137
2025 Q3	$341K	Sell	6,044 -5,532	-48%	-$302K	0.11%	135
2025 Q2	$590K	Sell	11,576 -376	-3%	-$19.3K	0.11%	180
2025 Q1	$609K	Buy	+11,952	New	+$602K	0.11%	180

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 22.9% 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

Tounjian Advisory Partners's FUTY Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 98% in Q2 2026, selling an estimated $392K and leaving 138 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Tounjian Advisory Partners first reported a position in FUTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $609K in Q1 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Tounjian Advisory Partners held 138 shares of Fidelity MSCI Utilities Index ETF worth $8.06K as of Q2 2026.
Tounjian Advisory Partners sold 6,708 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $392K.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #401 holding.
Tounjian Advisory Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2025 and has held it in 6 quarters since.
Tounjian Advisory Partners's Fidelity MSCI Utilities Index ETF position peaked at $609K in Q1 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.