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

WBH Advisory’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	$408K	Sell	6,990 -5	-0.1%	-$293	0.03%	279
2026 Q1	$415K	Buy	6,995 +104	+2%	+$6.03K	0.03%	255
2025 Q4	$381K	Buy	6,891 +3	+0%	+$172	0.03%	265
2025 Q3	$389K	Buy	6,888 +4	+0.1%	+$218	0.03%	262
2025 Q2	$362K	Buy	6,884 +58	+0.8%	+$2.98K	0.03%	270
2025 Q1	$348K	Buy	6,826 +30	+0.4%	+$1.51K	0.03%	252
2024 Q4	$331K	Sell	6,796 -37	-0.5%	-$1.89K	0.03%	255
2024 Q3	$354K	Sell	6,833 -46	-0.7%	-$2.2K	0.03%	247
2024 Q2	$302K	Buy	6,879 +160	+2%	+$7.09K	0.03%	256
2024 Q1	$285K	Sell	6,719 -110	-2%	-$4.43K	0.03%	268
2023 Q4	$279K	Sell	6,829 -220	-3%	-$8.64K	0.03%	269
2023 Q3	$267K	Buy	7,049 +76	+1%	+$3.16K	0.03%	260
2023 Q2	$295K	Buy	6,973 +4	+0.1%	+$174	0.03%	254
2023 Q1	$305K	Buy	+6,969	New	+$306K	0.04%	251
2022 Q3	$292K	Hold	6,910	–	–	0.04%	241
2022 Q2	$312K	Sell	6,910 -277	-4%	-$12.9K	0.04%	244
2022 Q1	$339K	Buy	7,187 +567	+9%	+$25.4K	0.04%	243
2021 Q4	$307K	Buy	6,620 +250	+4%	+$10.9K	0.04%	264
2021 Q3	$262K	Hold	6,370	–	–	0.04%	258
2021 Q2	$270K	Buy	6,370 +480	+8%	+$20.3K	0.04%	235
2021 Q1	$244K	Hold	5,890	–	–	0.04%	244
2020 Q4	$241K	Sell	5,890 -100	-2%	-$4.07K	0.04%	238
2020 Q3	$227K	Hold	5,990	–	–	0.05%	228
2020 Q2	$218K	Buy	+5,990	New	+$223K	0.05%	223

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

WBH Advisory's FUTY Position: Q2 2026 in Review

WBH Advisory reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.07% in Q2 2026, selling an estimated $293 and leaving 6,990 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #279.

WBH Advisory first reported a position in FUTY in Q2 2020 and has held it in 24 quarters since. The position peaked at $415K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

WBH Advisory held 6,990 shares of Fidelity MSCI Utilities Index ETF worth $408K as of Q2 2026.
WBH Advisory sold 5 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $293.
Fidelity MSCI Utilities Index ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #279 holding.
WBH Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and has held it in 24 quarters since.
WBH Advisory's Fidelity MSCI Utilities Index ETF position peaked at $415K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.