Steward Partners Investment Advisory’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Steward Partners Investment Advisory’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	$1.36M	Buy	25,802 +5,165	+25%	+$274K	0.01%	1110
2026 Q1	$1.08M	Buy	20,637 +2,033	+11%	+$108K	0.01%	1130
2025 Q4	$915K	Sell	18,604 -268	-1%	-$13.3K	0.01%	1114
2025 Q3	$941K	Buy	18,872 +1,459	+8%	+$74.6K	0.01%	1078
2025 Q2	$891K	Buy	17,413 +3,067	+21%	+$157K	0.01%	1038
2025 Q1	$734K	Sell	14,346 -169	-1%	-$8.53K	0.01%	1040
2024 Q4	$717K	Sell	14,515 -424	-3%	-$21.5K	0.01%	1001
2024 Q3	$763K	Sell	14,939 -983	-6%	-$48.7K	0.01%	951
2024 Q2	$755K	Sell	15,922 -18,282	-53%	-$865K	0.01%	909
2024 Q1	$1.63M	Sell	34,204 -3,300	-9%	-$151K	0.02%	638
2023 Q4	$1.67M	Buy	37,504 +2,952	+9%	+$126K	0.02%	553
2023 Q3	$1.47M	Buy	34,552 +34,541	+314,009%	+$1.55M	0.02%	546
2023 Q2	$500	Sell	11 -90	-89%	-$4.1K	﹤0.01%	3190
2023 Q1	$4.56K	Buy	101 +86	+573%	+$3.81K	﹤0.01%	2813
2022 Q4	$672	Buy	+15	New	+$659	﹤0.01%	3167

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Steward Partners Investment Advisory's FSTA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 25% in Q2 2026, buying an estimated $274K and bringing the position to 25,802 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1110.

Steward Partners Investment Advisory first reported a position in FSTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2023. 211 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Steward Partners Investment Advisory held 25,802 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.36M as of Q2 2026.
Steward Partners Investment Advisory bought 5,165 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $274K.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1110 holding.
Steward Partners Investment Advisory first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2022 and has held it in 15 quarters since.
Steward Partners Investment Advisory's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.67M in Q4 2023.
211 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.