Ranch Capital Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-600	Closed	-$25K	–	300
2021 Q3	$25K	Buy	+600	New	+$25.9K	0.02%	349
2021 Q2	–	Sell	-600	Closed	-$25.6K	–	440
2021 Q1	$24K	Hold	600	–	–	0.02%	428
2020 Q4	$24K	Hold	600	–	–	0.02%	428
2020 Q3	$22K	Hold	600	–	–	0.02%	429
2020 Q2	$22K	Hold	600	–	–	0.02%	444
2020 Q1	$19K	Hold	600	–	–	0.02%	450
2019 Q4	$23K	Buy	+600	New	+$22.1K	0.02%	483

Other funds holding FSTA

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

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

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Commonwealth Equity Services

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

Bank of America

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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

Envestnet Asset Management

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

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