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

Adams 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
2026 Q1	$4.91M	Sell	93,828 -16,776	-15%	-$895K	1.08%	29
2025 Q4	$5.44M	Buy	110,604 +21,977	+25%	+$1.09M	1.16%	27
2025 Q3	$4.42M	Sell	88,627 -14,183	-14%	-$725K	0.95%	29
2025 Q2	$5.26M	Sell	102,810 -248	-0.2%	-$12.7K	1%	28
2025 Q1	$5.27M	Buy	+103,058	New	+$5.2M	1.03%	27

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

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

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

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return