Soltis Investment Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Soltis Investment 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	$460K	Buy	8,790 +588	+7%	+$31.4K	0.03%	358
2025 Q4	$403K	Buy	8,202 +16	+0.2%	+$794	0.03%	356
2025 Q3	$408K	Sell	8,186 -190	-2%	-$9.71K	0.03%	332
2025 Q2	$428K	Buy	8,376 +273	+3%	+$14K	0.03%	273
2025 Q1	$414K	Buy	8,103 +28	+0.3%	+$1.41K	0.04%	260
2024 Q4	$399K	Sell	8,075 -247	-3%	-$12.5K	0.04%	256
2024 Q3	$425K	Buy	8,322 +474	+6%	+$23.5K	0.04%	238
2024 Q2	$372K	Hold	7,848	–	–	0.04%	239
2024 Q1	$373K	Sell	7,848 -515	-6%	-$23.6K	0.04%	229
2023 Q4	$373K	Sell	8,363 -36,900	-82%	-$1.58M	0.04%	218
2023 Q3	$1.93M	Sell	45,263 -5,450	-11%	-$245K	0.25%	105
2023 Q2	$2.3M	Sell	50,713 -1,806	-3%	-$82.3K	0.27%	96
2023 Q1	$2.37M	Sell	52,519 -17,612	-25%	-$780K	0.3%	94
2022 Q4	$3.14M	Buy	70,131 +213	+0.3%	+$9.35K	0.41%	71
2022 Q3	$2.81M	Buy	69,918 +4,049	+6%	+$178K	0.42%	76
2022 Q2	$2.85M	Buy	65,869 +5,670	+9%	+$256K	0.41%	65
2022 Q1	$2.76M	Buy	+60,199	New	+$2.74M	0.38%	64

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 $79.5B AUM 27.1% 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

Soltis Investment Advisors's FSTA Position: Q1 2026 in Review

Soltis Investment Advisors increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 7.2% in Q1 2026, buying an estimated $31.4K and bringing the position to 8,790 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #358.

Soltis Investment Advisors first reported a position in FSTA in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.14M in Q4 2022. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Soltis Investment Advisors held 8,790 shares of Fidelity MSCI Consumer Staples Index ETF worth $460K as of Q1 2026.
Soltis Investment Advisors bought 588 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $31.4K.
Fidelity MSCI Consumer Staples Index ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #358 holding.
Soltis Investment Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2022 and has held it in 17 quarters since.
Soltis Investment Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $3.14M in Q4 2022.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.