SWM
FSTA icon

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

SHP 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
2026
Q2 		$34K Buy
648
+408
+170% +$21.7K ﹤0.01% 637
2026
Q1 		$12.6K Hold
240
– – ﹤0.01% 841
2025
Q4 		$11.8K Buy
+240
New +$11.9K ﹤0.01% 793

Other funds holding FSTA

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

SHP Wealth Management's FSTA Position: Q2 2026 in Review

SHP Wealth Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 170% in Q2 2026, buying an estimated $21.7K and bringing the position to 648 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

SHP Wealth Management first reported a position in FSTA in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • SHP Wealth Management held 648 shares of Fidelity MSCI Consumer Staples Index ETF worth $34K as of Q2 2026.
  • SHP Wealth Management bought 408 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $21.7K.
  • Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #637 holding.
  • SHP Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.