Allied Private Wealth’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Allied Private Wealth’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 Q2	$60K	Buy	+1,126	New	+$59.8K	0.04%	222

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Allied Private Wealth's FSTA Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026: 1,126 shares worth $60K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings.

211 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Allied Private Wealth held 1,126 shares of Fidelity MSCI Consumer Staples Index ETF worth $60K as of Q2 2026.
Fidelity MSCI Consumer Staples Index ETF was a new Allied Private Wealth position in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up 0.04% of Allied Private Wealth's portfolio in Q2 2026, its #222 holding.
211 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.