Creative Planning
FSTA icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.13B AUM 22.88% 1-Year Est. Return

Creative Planning's FSTA Position: Q1 2026 in Review

Creative Planning increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 132% in Q1 2026, buying an estimated $880K and bringing the position to 28,949 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Creative Planning first reported a position in FSTA in Q2 2014 and has held it in 23 quarters since. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

  • Creative Planning held 28,949 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.51M as of Q1 2026.
  • Creative Planning bought 16,489 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $880K.
  • Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2128 holding.
  • Creative Planning first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2014 and has held it in 23 quarters since.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.