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Elevation Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Elevation Wealth Management’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 		– Sell
-8,047
Closed -$396K – 140
2025
Q4 		$396K Buy
+8,047
New +$399K 0.38% 74

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.81B AUM 32.31% 1-Year Est. Return

Elevation Wealth Management's FSTA Position: Q1 2026 in Review

Elevation Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2026, closing a stake of 8,047 shares — an estimated $396K sold.

Elevation Wealth Management first reported a position in FSTA in Q4 2025 and held it in 1 quarter. The position peaked at $396K in Q4 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

  • Elevation Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Management sold 8,047 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $396K.
  • Elevation Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2025 and held it in 1 quarter.
  • Elevation Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $396K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Elevation Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.