Leuthold Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Leuthold Group’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
2023 Q1	–	Sell	-77,138	Closed	-$3.46M	–	208
2022 Q4	$3.46M	Buy	77,138 +35,031	+83%	+$1.54M	0.47%	86
2022 Q3	$1.69M	Buy	42,107 +11,591	+38%	+$511K	0.25%	120
2022 Q2	$1.32M	Buy	30,516 +11,245	+58%	+$507K	0.19%	127
2022 Q1	$884K	Buy	+19,271	New	+$877K	0.11%	127
2021 Q1	–	Sell	-22,915	Closed	-$932K	–	185
2020 Q4	$932K	Buy	22,915 +1,014	+5%	+$40.2K	0.12%	122
2020 Q3	$836K	Buy	+21,901	New	+$824K	0.11%	117

Other funds holding FSTA

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return