Cornerstone Planning Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Cornerstone Planning Group’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
2024 Q4	–	Sell	-67	Closed	-$3.33K	–	1436
2024 Q3	$3.33K	Hold	67	–	–	﹤0.01%	657
2024 Q2	$3.19K	Sell	67 -24	-26%	-$1.14K	﹤0.01%	666
2024 Q1	$4.29K	Sell	91 -208	-70%	-$9.54K	﹤0.01%	542
2023 Q4	$13.3K	Sell	299 -174	-37%	-$7.45K	﹤0.01%	376
2023 Q3	$20.1K	Sell	473 -255	-35%	-$11.5K	0.01%	305
2023 Q2	$33.1K	Buy	+728	New	+$33.2K	0.01%	324
2022 Q4	$101K	Buy	+2,325	New	+$102K	0.04%	150

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return