Sage Mountain Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Sage Mountain 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
2026 Q1	$43.2K	Hold	825	–	–	﹤0.01%	249
2025 Q4	$40.6K	Hold	825	–	–	﹤0.01%	533
2025 Q3	$41.1K	Hold	825	–	–	﹤0.01%	519
2025 Q2	$42.2K	Hold	825	–	–	﹤0.01%	464
2025 Q1	$42.2K	Hold	825	–	–	﹤0.01%	439
2024 Q4	$40.8K	Hold	825	–	–	﹤0.01%	436
2024 Q3	$42.1K	Buy	+825	New	+$40.9K	﹤0.01%	444

Other funds holding FSTA

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

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

CFGSD

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Sage Mountain Advisors's FSTA Position: Q1 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q1 2026 at 825 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Sage Mountain Advisors first reported a position in FSTA in Q3 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Sage Mountain Advisors held 825 shares of Fidelity MSCI Consumer Staples Index ETF worth $43.2K as of Q1 2026.
Sage Mountain Advisors left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #249 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2024 and has held it in 7 quarters since.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.