Advisory Services Network’s Fairlead Tactical Sector ETF TACK Stock Holding History

Advisory Services Network’s Portfolio TACK Stock Details TACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-201	Closed	-$6.11K	–	4349
2026 Q1	$6.11K	Buy	+201	New	+$6.2K	﹤0.01%	3766
2025 Q4	–	Sell	-201	Closed	-$6.03K	–	3982
2025 Q3	$6.03K	Buy	+201	New	+$5.81K	﹤0.01%	3464
2024 Q1	–	Sell	-249	Closed	-$6.17K	–	3422
2023 Q4	$6.17K	Sell	249 -8,655	-97%	-$203K	﹤0.01%	3040
2023 Q3	$202K	Sell	8,904 -13,542	-60%	-$319K	0.01%	1317
2023 Q2	$534K	Sell	22,446 -2,647	-11%	-$63.6K	0.01%	883
2023 Q1	$608K	Buy	+25,093	New	+$600K	0.02%	819

Other funds holding TACK

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Advisory Services Network's TACK Position: Q2 2026 in Review

Advisory Services Network sold out of Fairlead Tactical Sector ETF (TACK) in Q2 2026, closing a stake of 201 shares — an estimated $6.11K sold.

Advisory Services Network first reported a position in TACK in Q1 2023 and held it in 6 quarters. The position peaked at $608K in Q1 2023. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

Advisory Services Network reported no remaining Fairlead Tactical Sector ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 201 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $6.11K.
Advisory Services Network first reported a position in Fairlead Tactical Sector ETF in Q1 2023 and held it in 6 quarters.
Advisory Services Network's Fairlead Tactical Sector ETF position peaked at $608K in Q1 2023.
39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.