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Avantax Advisory Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$430K Buy
8,405
+511
+6% +$26.2K ﹤0.01% 1675
2025
Q1 		$404K Buy
+7,894
New +$399K ﹤0.01% 1651

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Avantax Advisory Services's FSTA Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 6.5% in Q2 2025, buying an estimated $26.2K and bringing the position to 8,405 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Avantax Advisory Services first reported a position in FSTA in Q1 2025 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold FSTA as of Q2 2025.

  • Avantax Advisory Services held 8,405 shares of Fidelity MSCI Consumer Staples Index ETF worth $430K as of Q2 2025.
  • Avantax Advisory Services bought 511 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2025, an estimated $26.2K.
  • Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1675 holding.
  • Avantax Advisory Services first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2025 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.