Certified Advisory Corp’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Certified Advisory Corp’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	$11.5M	Buy	219,172 +3,392	+2%	+$180K	0.93%	32
2026 Q1	$11.3M	Sell	215,780 -8,417	-4%	-$449K	1.01%	29
2025 Q4	$11M	Sell	224,197 -926	-0.4%	-$45.9K	1%	30
2025 Q3	$11.2M	Buy	225,123 +5,539	+3%	+$283K	1.07%	27
2025 Q2	$11.2M	Buy	219,584 +2,473	+1%	+$127K	1.17%	21
2025 Q1	$11.1M	Buy	217,111 +3,725	+2%	+$188K	1.26%	20
2024 Q4	$10.5M	Buy	+213,386	New	+$10.8M	1.14%	22
2021 Q2	–	Sell	-1,136	Closed	-$47K	–	396
2021 Q1	$47K	Buy	+1,136	New	+$45.5K	0.01%	360
2020 Q2	$12K	Hold	330	–	–	﹤0.01%	521
2020 Q1	$11K	Sell	330 -28	-8%	-$1.01K	﹤0.01%	513
2019 Q4	$13K	Buy	358 +28	+8%	+$1.03K	﹤0.01%	547
2019 Q3	$12K	Hold	330	–	–	﹤0.01%	558
2019 Q2	$11K	Hold	330	–	–	﹤0.01%	575
2019 Q1	$11K	Hold	330	–	–	﹤0.01%	537
2018 Q4	$10K	Sell	330 -450	-58%	-$14.7K	0.01%	536
2018 Q3	$25K	Hold	780	–	–	0.01%	404
2018 Q2	$24K	Hold	780	–	–	0.01%	391
2018 Q1	$24K	Hold	780	–	–	0.01%	367
2017 Q4	$26K	Buy	+780	New	+$25.8K	0.02%	325

Other funds holding FSTA

MAM

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

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Certified Advisory Corp's FSTA Position: Q2 2026 in Review

Certified Advisory Corp increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 1.6% in Q2 2026, buying an estimated $180K and bringing the position to 219,172 shares worth $11.5M. The position accounts for 0.93% of the portfolio, ranked #32.

Certified Advisory Corp first reported a position in FSTA in Q4 2017 and has held it in 19 quarters since. 60 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Certified Advisory Corp held 219,172 shares of Fidelity MSCI Consumer Staples Index ETF worth $11.5M as of Q2 2026.
Certified Advisory Corp bought 3,392 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $180K.
Fidelity MSCI Consumer Staples Index ETF made up 0.93% of Certified Advisory Corp's portfolio in Q2 2026, its #32 holding.
Certified Advisory Corp first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2017 and has held it in 19 quarters since.
60 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.