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

Creative Planning’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	$1.47M	Sell	28,021 -928	-3%	-$49.3K	﹤0.01%	2338
2026 Q1	$1.51M	Buy	28,949 +16,489	+132%	+$880K	﹤0.01%	2128
2025 Q4	$613K	Buy	12,460 +4,872	+64%	+$242K	﹤0.01%	2661
2025 Q3	$378K	Buy	7,588 +698	+10%	+$35.7K	﹤0.01%	2962
2025 Q2	$352K	Buy	6,890 +16	+0.2%	+$819	﹤0.01%	2763
2025 Q1	$351K	Sell	6,874 -1,192	-15%	-$60.2K	﹤0.01%	2607
2024 Q4	$399K	Buy	8,066 +1,742	+28%	+$88.2K	﹤0.01%	2440
2024 Q3	$323K	Buy	6,324 +1,181	+23%	+$58.5K	﹤0.01%	2456
2024 Q2	$244K	Sell	5,143 -1,208	-19%	-$57.2K	﹤0.01%	2520
2024 Q1	$302K	Buy	6,351 +1,615	+34%	+$74K	﹤0.01%	2242
2023 Q4	$211K	Sell	4,736 -105	-2%	-$4.5K	﹤0.01%	2381
2023 Q3	$206K	Sell	4,841 -1,843	-28%	-$82.9K	﹤0.01%	2220
2023 Q2	$304K	Buy	6,684 +970	+17%	+$44.2K	﹤0.01%	1909
2023 Q1	$258K	Sell	5,714 -555	-9%	-$24.6K	﹤0.01%	1928
2022 Q4	$281K	Buy	6,269 +1,049	+20%	+$46.1K	﹤0.01%	1764
2022 Q3	$210K	Sell	5,220 -112	-2%	-$4.93K	﹤0.01%	1875
2022 Q2	$231K	Buy	5,332 +919	+21%	+$41.5K	﹤0.01%	1793
2022 Q1	$202K	Buy	+4,413	New	+$201K	﹤0.01%	1890
2020 Q1	–	Sell	-6,069	Closed	-$229K	–	1951
2019 Q4	$229K	Sell	6,069 -740	-11%	-$27.2K	﹤0.01%	1565
2019 Q3	$249K	Buy	+6,809	New	+$245K	﹤0.01%	1476
2017 Q1	–	Sell	-971	Closed	-$30K	–	4732
2016 Q4	$30K	Buy	971 +671	+224%	+$20.9K	﹤0.01%	2786
2016 Q3	$10K	Buy	+300	New	+$9.8K	﹤0.01%	3512
2016 Q2	–	Sell	-40	Closed	-$1K	–	4399
2016 Q1	$1K	Buy	+40	New	+$1.21K	﹤0.01%	4112
2014 Q3	–	Sell	-193	Closed	-$5K	–	4053
2014 Q2	$5K	Buy	+193	New	+$5.17K	﹤0.01%	3210

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 Planning's FSTA Position: Q2 2026 in Review

Creative Planning reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 3.2% in Q2 2026, selling an estimated $49.3K and leaving 28,021 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Creative Planning first reported a position in FSTA in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.51M in Q1 2026. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Creative Planning held 28,021 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.47M as of Q2 2026.
Creative Planning sold 928 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $49.3K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2338 holding.
Creative Planning first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2014 and has held it in 24 quarters since.
Creative Planning's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.51M in Q1 2026.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.