Ownership history in Certified Advisory Corp · 17 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in FIDELITY MSCI CONSUMER STAPLES INDEX ETF (FSTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 224,197 | -926 | -0.4% | 1.00% | $11.0M | $48.92 |
| 2025 Q3 | ADDED | 225,123 | +5,539 | +2.5% | 1.07% | $11.2M | $49.26 |
| 2025 Q2 | ADDED | 219,584 | +2,473 | +1.1% | 1.17% | $11.2M | $50.28 |
| 2025 Q1 | ADDED | 217,111 | +3,725 | +1.7% | 1.26% | $11.1M | $49.97 |
| 2024 Q4 | ADDED | 213,386 | +212,250 | +18684.0% | 1.14% | $10.5M | $48.04 |
| 2021 Q1 | ADDED | 1,136 | +806 | +244.2% | 0.01% | $47K | $37.17 |
| 2020 Q2 | UNCHANGED | 330 | — | 0% | 0.00% | $12K | $30.57 |
| 2020 Q1 | REDUCED | 330 | -28 | -7.8% | 0.00% | $11K | $28.16 |
| 2019 Q4 | ADDED | 358 | +28 | +8.5% | 0.00% | $13K | $32.57 |
| 2019 Q3 | UNCHANGED | 330 | — | 0% | 0.00% | $12K | $31.42 |
As of 2025 Q4 — sorted by position size