Principal Securities’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Principal Securities’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	$1.7M	Sell	32,469 -20,129	-38%	-$1.07M	0.02%	552
2025 Q4	$2.59M	Buy	52,598 +19,302	+58%	+$957K	0.04%	393
2025 Q3	$1.66M	Sell	33,296 -2,829	-8%	-$145K	0.03%	503
2025 Q2	$1.85M	Sell	36,125 -6,341	-15%	-$325K	0.03%	442
2025 Q1	$2.1M	Hold	42,466	–	–	0.05%	343
2024 Q4	$2.1M	Buy	42,466 +1,604	+4%	+$81.2K	0.05%	339
2024 Q3	$2.09M	Buy	40,862 +9,644	+31%	+$478K	0.05%	332
2024 Q2	$1.48M	Sell	31,218 -1,053	-3%	-$49.8K	0.04%	377
2024 Q1	$1.54M	Buy	32,271 +755	+2%	+$34.6K	0.05%	339
2023 Q4	$1.41M	Buy	+31,516	New	+$1.35M	0.05%	325

Other funds holding FSTA

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return