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

EPG 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 Q2	$36K	Buy	685 +3	+0.4%	+$159	0.01%	240
2026 Q1	$35.7K	Buy	682 +3	+0.4%	+$160	0.01%	239
2025 Q4	$33.4K	Sell	679 -8	-1%	-$397	0.01%	238
2025 Q3	$34.2K	Buy	687 +2	+0.3%	+$102	0.01%	242
2025 Q2	$35K	Buy	685 +3	+0.4%	+$154	0.01%	240
2025 Q1	$34.9K	Buy	682 +13	+2%	+$656	0.01%	311
2024 Q4	$33.1K	Buy	669 +1	+0.1%	+$51	0.01%	320
2024 Q3	$34.1K	Buy	+668	New	+$33.1K	0.01%	321
2024 Q2	–	Sell	-931	Closed	-$44.1K	–	341
2024 Q1	$44.3K	Buy	931 +2	+0.2%	+$92	0.01%	324
2023 Q4	$41.9K	Buy	929 +4	+0.4%	+$171	0.01%	315
2023 Q3	$39.4K	Sell	925 -89	-9%	-$4.01K	0.01%	308
2023 Q2	$46.1K	Sell	1,014 -531	-34%	-$24.2K	0.01%	298
2023 Q1	$69.7K	Sell	1,545 -169	-10%	-$7.48K	0.02%	281
2022 Q4	$76.8K	Sell	1,714 -48	-3%	-$2.11K	0.03%	246
2022 Q3	$71K	Sell	1,762 -5,762	-77%	-$254K	0.03%	243
2022 Q2	$326K	Sell	7,524 -210	-3%	-$9.47K	0.14%	151
2022 Q1	$355K	Sell	7,734 -205	-3%	-$9.32K	0.12%	153
2021 Q4	$370K	Sell	7,939 -48	-0.6%	-$2.11K	0.13%	142
2021 Q3	$334K	Sell	7,987 -694	-8%	-$30K	0.13%	148
2021 Q2	$370K	Sell	8,681 -1,034	-11%	-$44.1K	0.16%	135
2021 Q1	$404K	Sell	9,715 -10,642	-52%	-$427K	0.2%	111
2020 Q4	$828K	Buy	20,357 +6,059	+42%	+$240K	0.5%	46
2020 Q3	$546K	Buy	14,298 +2,675	+23%	+$101K	0.4%	55
2020 Q2	$405K	Buy	11,623 +4,475	+63%	+$155K	0.29%	85
2020 Q1	$231K	Sell	7,148 -22,048	-76%	-$798K	0.17%	108
2019 Q4	$1.1M	Buy	+29,196	New	+$1.07M	0.81%	29

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

EPG Wealth Management's FSTA Position: Q2 2026 in Review

EPG Wealth Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.44% in Q2 2026, buying an estimated $159 and bringing the position to 685 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #240.

EPG Wealth Management first reported a position in FSTA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q4 2019. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

EPG Wealth Management held 685 shares of Fidelity MSCI Consumer Staples Index ETF worth $36K as of Q2 2026.
EPG Wealth Management bought 3 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $159.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #240 holding.
EPG Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and has held it in 26 quarters since.
EPG Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.1M in Q4 2019.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.