AssuredPartners Investment Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

AssuredPartners Investment Advisors’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	$216K	Hold	4,117	–	–	0.02%	389
2026 Q1	$218K	Hold	4,117	–	–	0.02%	374
2025 Q4	$203K	Buy	+4,117	New	+$204K	0.03%	329
2025 Q2	–	Sell	-4,185	Closed	-$214K	–	281
2025 Q1	$214K	Hold	4,185	–	–	0.04%	304
2024 Q4	$207K	Buy	+4,185	New	+$212K	0.04%	311

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 $589M AUM 14.57% 1-Year Est. Return

CAC

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

AssuredPartners Investment Advisors's FSTA Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 4,117 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #389.

AssuredPartners Investment Advisors first reported a position in FSTA in Q4 2024 and has held it in 5 quarters since. The position peaked at $218K in Q1 2026. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

AssuredPartners Investment Advisors held 4,117 shares of Fidelity MSCI Consumer Staples Index ETF worth $216K as of Q2 2026.
AssuredPartners Investment Advisors left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #389 holding.
AssuredPartners Investment Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $218K in Q1 2026.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.