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

Loveless 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
2022 Q2	$699K	Buy	16,162 +2,095	+15%	+$94.5K	0.46%	71
2022 Q1	$645K	Buy	14,067 +4,257	+43%	+$194K	0.36%	81
2021 Q4	$458K	Buy	9,810 +2,150	+28%	+$94.6K	0.25%	103
2021 Q3	$321K	Buy	+7,660	New	+$331K	0.2%	110

Other funds holding FSTA

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

MIS

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

AWMS

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

CAN

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

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loveless Wealth Management's FSTA Position: Q2 2022 in Review

Loveless Wealth Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 15% in Q2 2022, buying an estimated $94.5K and bringing the position to 16,162 shares worth $699K. The position accounts for 0.46% of the portfolio, ranked #71.

Loveless Wealth Management first reported a position in FSTA in Q3 2021 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold FSTA as of Q2 2022.

Loveless Wealth Management held 16,162 shares of Fidelity MSCI Consumer Staples Index ETF worth $699K as of Q2 2022.
Loveless Wealth Management bought 2,095 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2022, an estimated $94.5K.
Fidelity MSCI Consumer Staples Index ETF made up 0.46% of Loveless Wealth Management's portfolio in Q2 2022, its #71 holding.
Loveless Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2021 and has held it in 4 quarters since.
144 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.