TAP Consulting’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

TAP Consulting’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
2023 Q1	–	Sell	-38,145	Closed	-$1.71M	–	136
2022 Q4	$1.71M	Buy	38,145 +1,374	+4%	+$60.3K	0.45%	56
2022 Q3	$1.48M	Buy	36,771 +1,103	+3%	+$48.6K	0.4%	57
2022 Q2	$1.54M	Buy	35,668 +3,174	+10%	+$143K	0.43%	57
2022 Q1	$1.49M	Buy	32,494 +1,698	+6%	+$77.2K	0.39%	59
2021 Q4	$1.44M	Buy	30,796 +3,832	+14%	+$169K	0.33%	67
2021 Q3	$1.13M	Buy	26,964 +3,219	+14%	+$139K	0.3%	73
2021 Q2	$1.01M	Buy	23,745 +357	+2%	+$15.2K	0.28%	74
2021 Q1	$973K	Buy	23,388 +12,500	+115%	+$501K	0.3%	74
2020 Q4	$443K	Buy	10,888 +1,356	+14%	+$53.7K	0.16%	97
2020 Q3	$364K	Buy	+9,532	New	+$358K	0.14%	95

Other funds holding FSTA

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return