Valeo Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,568	Closed	-$65K	–	997
2021 Q1	$65K	Buy	1,568 +1,308	+503%	+$52.4K	﹤0.01%	760
2020 Q4	$11K	Hold	260	–	–	﹤0.01%	1172
2020 Q3	$10K	Hold	260	–	–	﹤0.01%	1078
2020 Q2	$9K	Hold	260	–	–	﹤0.01%	1318
2020 Q1	$9K	Hold	260	–	–	﹤0.01%	1125
2019 Q4	$10K	Buy	+260	New	+$9.57K	﹤0.01%	1105
2019 Q1	–	Sell	-155	Closed	-$5K	–	1605
2018 Q4	$5K	Buy	+155	New	+$5.06K	﹤0.01%	1074

Other funds holding FSTA

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

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

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return