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Curran Financial Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Curran Financial Partners’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 		$687K Buy
13,122
+88
+0.7% +$4.7K 0.12% 76
2025
Q4 		$641K Buy
13,034
+69
+0.5% +$3.42K 0.12% 84
2025
Q3 		$646K Buy
12,965
+8
+0.1% +$409 0.13% 86
2025
Q2 		$663K Sell
12,957
-154
-1% -$7.88K 0.15% 74
2025
Q1 		$670K Sell
13,111
-602
-4% -$30.4K 0.16% 56
2024
Q4 		$678K Sell
13,713
-176
-1% -$8.91K 0.18% 57
2024
Q3 		$709K Sell
13,889
-14
-0.1% -$694 0.2% 62
2024
Q2 		$659K Sell
13,903
-1,093
-7% -$51.7K 0.22% 61
2024
Q1 		$713K Sell
14,996
-910
-6% -$41.7K 0.25% 53
2023
Q4 		$704K Sell
15,906
-1,302
-8% -$55.7K 0.27% 51
2023
Q3 		$733K Sell
17,208
-121
-0.7% -$5.45K 0.32% 48
2023
Q2 		$787K Sell
17,329
-270
-2% -$12.3K 0.34% 48
2023
Q1 		$795K Sell
17,599
-900
-5% -$39.8K 0.38% 42
2022
Q4 		$829K Sell
18,499
-3,128
-14% -$137K 0.4% 45
2022
Q3 		$868K Sell
21,627
-15,331
-41% -$676K 0.44% 35
2022
Q2 		$1.6M Sell
36,958
-3,277
-8% -$148K 0.75% 28
2022
Q1 		$1.84M Sell
40,235
-16,165
-29% -$735K 0.76% 39
2021
Q4 		$2.63M Sell
56,400
-27,828
-33% -$1.22M 1.12% 20
2021
Q3 		$3.53M Buy
84,228
+1,942
+2% +$83.9K 1.81% 17
2021
Q2 		$3.5M Buy
82,286
+3,690
+5% +$157K 1.93% 18
2021
Q1 		$3.27M Buy
78,596
+3,082
+4% +$124K 2.35% 14
2020
Q4 		$3.07M Buy
+75,514
New +$2.99M 2.63% 14

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

Curran Financial Partners's FSTA Position: Q1 2026 in Review

Curran Financial Partners increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.68% in Q1 2026, buying an estimated $4.7K and bringing the position to 13,122 shares worth $687K. The position accounts for 0.12% of the portfolio, ranked #76.

Curran Financial Partners first reported a position in FSTA in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.53M in Q3 2021. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

  • Curran Financial Partners held 13,122 shares of Fidelity MSCI Consumer Staples Index ETF worth $687K as of Q1 2026.
  • Curran Financial Partners bought 88 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $4.7K.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.12% of Curran Financial Partners's portfolio in Q1 2026, its #76 holding.
  • Curran Financial Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and has held it in 22 quarters since.
  • Curran Financial Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $3.53M in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.