Belpointe Asset Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Belpointe Asset 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 Q2	$829K	Buy	15,777 +2,049	+15%	+$109K	0.03%	556
2026 Q1	$718K	Buy	13,728 +8,816	+179%	+$470K	0.03%	572
2025 Q4	$242K	Buy	4,912 +857	+21%	+$42.5K	0.01%	896
2025 Q3	$202K	Buy	4,055 +142	+4%	+$7.26K	0.01%	933
2025 Q2	$200K	Buy	+3,913	New	+$200K	0.01%	887
2023 Q3	–	Sell	-4,471	Closed	-$203K	–	676
2023 Q2	$203K	Sell	4,471 -6,219	-58%	-$283K	0.02%	569
2023 Q1	$483K	Sell	10,690 -843	-7%	-$37.3K	0.03%	581
2022 Q4	$517K	Sell	11,533 -49	-0.4%	-$2.15K	0.03%	524
2022 Q3	$465K	Sell	11,582 -1,967	-15%	-$86.7K	0.03%	531
2022 Q2	$586K	Buy	13,549 +3,968	+41%	+$179K	0.04%	427
2022 Q1	$439K	Sell	9,581 -44	-0.5%	-$2K	0.03%	584
2021 Q4	$449K	Sell	9,625 -3,435	-26%	-$151K	0.03%	552
2021 Q3	$547K	Buy	13,060 +4,227	+48%	+$183K	0.04%	484
2021 Q2	$377K	Buy	8,833 +716	+9%	+$30.6K	0.03%	588
2021 Q1	$338K	Buy	8,117 +17	+0.2%	+$681	0.03%	554
2020 Q4	$330K	Buy	8,100 +93	+1%	+$3.68K	0.03%	523
2020 Q3	$306K	Buy	8,007 +26	+0.3%	+$978	0.03%	430
2020 Q2	$278K	Buy	7,981 +943	+13%	+$32.6K	0.04%	423
2020 Q1	$228K	Buy	7,038 +152	+2%	+$5.5K	0.04%	401
2019 Q4	$260K	Buy	+6,886	New	+$253K	0.03%	472

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

Belpointe Asset Management's FSTA Position: Q2 2026 in Review

Belpointe Asset Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 15% in Q2 2026, buying an estimated $109K and bringing the position to 15,777 shares worth $829K. The position accounts for 0.03% of the portfolio, ranked #556.

Belpointe Asset Management first reported a position in FSTA in Q4 2019 and has held it in 20 quarters since. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Belpointe Asset Management held 15,777 shares of Fidelity MSCI Consumer Staples Index ETF worth $829K as of Q2 2026.
Belpointe Asset Management bought 2,049 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $109K.
Fidelity MSCI Consumer Staples Index ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #556 holding.
Belpointe Asset Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and has held it in 20 quarters since.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.