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Fidelity msci utils index shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $223k 3.8k 59.07
2024-09-30 $336k 6.5k 51.82
2024-06-30 $254k 5.8k 43.96
2022-09-30 $468k 11k 42.19
2022-06-30 $334k 7.4k 45.17

More positions owned by Axxcess Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds State Street Spd (SPDW)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Axxcess Wealth Management

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