Creative Financial Designs’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Creative Financial Designs’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	$191K	Sell	3,639 -112	-3%	-$5.94K	0.01%	618
2026 Q1	$196K	Buy	3,751 +150	+4%	+$8.01K	0.01%	522
2025 Q4	$177K	Sell	3,601 -1,632	-31%	-$80.9K	0.01%	495
2025 Q3	$261K	Sell	5,233 -350	-6%	-$17.9K	0.02%	429
2025 Q2	$286K	Buy	5,583 +677	+14%	+$34.7K	0.02%	410
2025 Q1	$251K	Buy	4,906 +1	+0%	+$50	0.02%	396
2024 Q4	$242K	Buy	4,905 +259	+6%	+$13.1K	0.02%	401
2024 Q3	$237K	Hold	4,646	–	–	0.02%	410
2024 Q2	$220K	Hold	4,646	–	–	0.02%	410
2024 Q1	$221K	Sell	4,646 -971	-17%	-$44.5K	0.02%	395
2023 Q4	$251K	Buy	5,617 +218	+4%	+$9.33K	0.03%	345
2023 Q3	$230K	Sell	5,399 -40	-0.7%	-$1.8K	0.03%	311
2023 Q2	$247K	Buy	5,439 +968	+22%	+$44.1K	0.03%	306
2023 Q1	$202K	Buy	4,471 +2,114	+90%	+$93.6K	0.03%	326
2022 Q4	$106K	Sell	2,357 -953	-29%	-$41.9K	0.02%	441
2022 Q3	$133K	Hold	3,310	–	–	0.02%	372
2022 Q2	$143K	Hold	3,310	–	–	0.02%	357
2022 Q1	$152K	Sell	3,310 -625	-16%	-$28.4K	0.02%	360
2021 Q4	$184K	Hold	3,935	–	–	0.03%	323
2021 Q3	$165K	Hold	3,935	–	–	0.03%	342
2021 Q2	$168K	Hold	3,935	–	–	0.03%	325
2021 Q1	$164K	Sell	3,935 -5,138	-57%	-$206K	0.03%	310
2020 Q4	$369K	Sell	9,073 -3,464	-28%	-$137K	0.08%	185
2020 Q3	$478K	Sell	12,537 -1,317	-10%	-$49.5K	0.12%	144
2020 Q2	$483K	Buy	13,854 +7,933	+134%	+$275K	0.15%	117
2020 Q1	$191K	Sell	5,921 -6,717	-53%	-$243K	0.1%	128
2019 Q4	$472K	Buy	12,638 +3,739	+42%	+$138K	0.21%	98
2019 Q3	$319K	Buy	8,899 +20	+0.2%	+$718	0.17%	106
2019 Q2	$316K	Sell	8,879 -5,821	-40%	-$200K	0.17%	99
2019 Q1	$498K	Buy	14,700 +9,967	+211%	+$322K	0.3%	75
2018 Q4	$144K	Buy	4,733 +3,117	+193%	+$102K	0.1%	126
2018 Q3	$53K	Sell	1,616 -1,430	-47%	-$46.4K	0.03%	219
2018 Q2	$95K	Sell	3,046 -12,977	-81%	-$399K	0.06%	181
2018 Q1	$508K	Sell	16,023 -5,683	-26%	-$189K	0.33%	72
2017 Q4	$745K	Sell	21,706 -12,040	-36%	-$398K	0.51%	53
2017 Q3	$1.09M	Buy	33,746 +11,743	+53%	+$387K	0.63%	46
2017 Q2	$727K	Buy	22,003 +302	+1%	+$10.1K	0.47%	63
2017 Q1	$713K	Sell	21,701 -107,781	-83%	-$3.49M	0.51%	55
2016 Q4	$4.04M	Buy	+129,482	New	+$4.03M	3.3%	1

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

Creative Financial Designs's FSTA Position: Q2 2026 in Review

Creative Financial Designs reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 3% in Q2 2026, selling an estimated $5.94K and leaving 3,639 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #618.

Creative Financial Designs first reported a position in FSTA in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.04M in Q4 2016. 211 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Creative Financial Designs held 3,639 shares of Fidelity MSCI Consumer Staples Index ETF worth $191K as of Q2 2026.
Creative Financial Designs sold 112 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $5.94K.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #618 holding.
Creative Financial Designs first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's Fidelity MSCI Consumer Staples Index ETF position peaked at $4.04M in Q4 2016.
211 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.