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

Yoder 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	$2.62M	Sell	44,768 -3,245	-7%	-$190K	1.02%	31
2026 Q1	$2.84M	Sell	48,013 -206	-0.4%	-$11.9K	1.29%	26
2025 Q4	$2.66M	Buy	48,219 +3,308	+7%	+$189K	1.21%	24
2025 Q3	$2.54M	Buy	44,911 +3,294	+8%	+$180K	1.2%	26
2025 Q2	$2.19M	Buy	41,617 +2,068	+5%	+$106K	1.14%	29
2025 Q1	$2.02M	Buy	39,549 +1,225	+3%	+$61.7K	1.13%	30
2024 Q4	$1.87M	Buy	38,324 +2,512	+7%	+$128K	1.03%	30
2024 Q3	$1.86M	Buy	35,812 +1,667	+5%	+$79.7K	1.11%	28
2024 Q2	$1.5M	Buy	34,145 +1,690	+5%	+$74.9K	0.97%	31
2024 Q1	$1.38M	Buy	32,455 +3,788	+13%	+$152K	0.9%	32
2023 Q4	$1.17M	Buy	28,667 +6,628	+30%	+$260K	0.83%	32
2023 Q3	$836K	Buy	22,039 +1,170	+6%	+$48.6K	0.69%	35
2023 Q2	$882K	Buy	20,869 +980	+5%	+$42.6K	0.7%	32
2023 Q1	$872K	Buy	+19,889	New	+$874K	0.72%	35

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

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

Yoder Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 6.8% in Q2 2026, selling an estimated $190K and leaving 44,768 shares worth $2.62M. The position accounts for 1.02% of the portfolio, ranked #31.

Yoder Wealth Management first reported a position in FUTY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.84M in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Yoder Wealth Management held 44,768 shares of Fidelity MSCI Utilities Index ETF worth $2.62M as of Q2 2026.
Yoder Wealth Management sold 3,245 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $190K.
Fidelity MSCI Utilities Index ETF made up 1.02% of Yoder Wealth Management's portfolio in Q2 2026, its #31 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and has held it in 14 quarters since.
Yoder Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $2.84M in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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