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

Zinnia Wealth 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	$388K	Sell	6,642 -73	-1%	-$4.27K	0.4%	51
2026 Q1	$397K	Sell	6,715 -809	-11%	-$46.9K	0.44%	51
2025 Q4	$415K	Buy	+7,524	New	+$431K	0.45%	50

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

Zinnia Wealth Advisory's FUTY Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.1% in Q2 2026, selling an estimated $4.27K and leaving 6,642 shares worth $388K. The position accounts for 0.4% of the portfolio, ranked #51.

Zinnia Wealth Advisory first reported a position in FUTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Zinnia Wealth Advisory held 6,642 shares of Fidelity MSCI Utilities Index ETF worth $388K as of Q2 2026.
Zinnia Wealth Advisory sold 73 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $4.27K.
Fidelity MSCI Utilities Index ETF made up 0.4% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #51 holding.
Zinnia Wealth Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 3 quarters since.
Zinnia Wealth Advisory's Fidelity MSCI Utilities Index ETF position peaked at $415K in Q4 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.