Carson Wealth (CWM LLC)
FSTA icon

Carson Wealth (CWM LLC)’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Carson Wealth (CWM LLC)’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 		$102K Sell
1,954
-28
-1% -$1.49K ﹤0.01% 3250
2025
Q4 		$97K Sell
1,982
-630
-24% -$31.2K ﹤0.01% 3092
2025
Q3 		$130K Buy
2,612
+940
+56% +$48.1K ﹤0.01% 2771
2025
Q2 		$86K Buy
1,672
+1,565
+1,463% +$80.1K ﹤0.01% 2850
2025
Q1 		$5K Sell
107
-2,880
-96% -$145K ﹤0.01% 4449
2024
Q4 		$148K Sell
2,987
-100
-3% -$5.07K ﹤0.01% 2027
2024
Q3 		$158K Sell
3,087
-558
-15% -$27.6K ﹤0.01% 1886
2024
Q2 		$173K Buy
3,645
+3,225
+768% +$153K ﹤0.01% 1661
2024
Q1 		$20K Buy
+420
New +$19.3K ﹤0.01% 2909
2023
Q2 		– Sell
-856
Closed -$39K – 4266
2023
Q1 		$39K Hold
856
– – ﹤0.01% 2043
2022
Q4 		$38K Sell
856
-250
-23% -$11K ﹤0.01% 1910
2022
Q3 		$44K Sell
1,106
-231
-17% -$10.2K ﹤0.01% 1715
2022
Q2 		$58K Sell
1,337
-98
-7% -$4.42K ﹤0.01% 1561
2022
Q1 		$66K Buy
1,435
+98
+7% +$4.46K ﹤0.01% 1479
2021
Q4 		$62K Buy
+1,337
New +$58.8K ﹤0.01% 1484
2021
Q2 		$56K Hold
1,306
– – ﹤0.01% 1353
2021
Q1 		$56K Hold
1,306
– – ﹤0.01% 1353
2020
Q4 		$56K Hold
1,306
– – ﹤0.01% 1353
2020
Q3 		$56K Hold
1,306
– – ﹤0.01% 1353
2020
Q2 		$56K Hold
1,306
– – ﹤0.01% 1353
2020
Q1 		$56K Hold
1,306
– – ﹤0.01% 1353
2019
Q4 		$56K Hold
1,306
– – ﹤0.01% 1353
2019
Q3 		$56K Hold
1,306
– – ﹤0.01% 1353
2019
Q2 		$56K Hold
1,306
– – ﹤0.01% 1353
2019
Q1 		$56K Buy
+1,306
New +$42.1K ﹤0.01% 1353

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FSTA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 1.4% in Q1 2026, selling an estimated $1.49K and leaving 1,954 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Carson Wealth (CWM LLC) first reported a position in FSTA in Q1 2019 and has held it in 25 quarters since. The position peaked at $173K in Q2 2024. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,954 shares of Fidelity MSCI Consumer Staples Index ETF worth $102K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 28 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $1.49K.
  • Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3250 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity MSCI Consumer Staples Index ETF position peaked at $173K in Q2 2024.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.