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SWMG LLC’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

SWMG LLC’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 		– Sell
-3,998
Closed -$209K – 114
2026
Q1 		$209K Buy
3,998
+31
+0.8% +$1.65K 0.06% 117
2025
Q4 		$221K Buy
+3,967
New +$197K 0.06% 113
2021
Q3 		– Sell
-5,270
Closed -$225K – 64
2021
Q2 		$225K Buy
+5,270
New +$225K 0.13% 59

Other funds holding FSTA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

SWMG LLC's FSTA Position: Q2 2026 in Review

SWMG LLC sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026, closing a stake of 3,998 shares — an estimated $209K sold.

SWMG LLC first reported a position in FSTA in Q2 2021 and held it in 3 quarters. The position peaked at $225K in Q2 2021. 84 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • SWMG LLC reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2026 after selling out during the quarter.
  • SWMG LLC sold 3,998 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $209K.
  • SWMG LLC first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2021 and held it in 3 quarters.
  • SWMG LLC's Fidelity MSCI Consumer Staples Index ETF position peaked at $225K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.