Accel Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Accel Wealth Management’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,053	Closed	-$47.5K	–	417
2023 Q1	$47.5K	Sell	1,053 -165	-14%	-$7.3K	0.02%	499
2022 Q4	$54.6K	Buy	1,218 +1	+0.1%	+$44	0.03%	339
2022 Q3	$51K	Buy	1,217 +2	+0.2%	+$88	0.03%	357
2022 Q2	$53K	Buy	1,215 +1	+0.1%	+$45	0.03%	335
2022 Q1	$56K	Buy	1,214 +2	+0.2%	+$91	0.03%	349
2021 Q4	$57K	Buy	1,212 +261	+27%	+$11.5K	0.03%	361
2021 Q3	$40K	Sell	951 -258	-21%	-$11.1K	0.03%	359
2021 Q2	$52K	Buy	1,209 +2	+0.2%	+$85	0.03%	332
2021 Q1	$50K	Buy	1,207 +1	+0.1%	+$40	0.04%	316
2020 Q4	$49K	Buy	+1,206	New	+$47.8K	0.05%	298

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return