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Atria Wealth Solutions’s Fairlead Tactical Sector ETF TACK Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$399K Buy
13,986
+777
+6% +$21.2K 0.01% 1029
2025
Q1 		$359K Buy
13,209
+514
+4% +$14.3K ﹤0.01% 1375
2024
Q4 		$347K Buy
12,695
+313
+3% +$8.85K ﹤0.01% 1457
2024
Q3 		$348K Buy
12,382
+20
+0.2% +$538 ﹤0.01% 1424
2024
Q2 		$321K Buy
12,362
+731
+6% +$18.8K ﹤0.01% 1462
2024
Q1 		$308K Buy
11,631
+1,270
+12% +$32.2K ﹤0.01% 1542
2023
Q4 		$257K Buy
10,361
+111
+1% +$2.61K ﹤0.01% 1610
2023
Q3 		$232K Buy
+10,250
New +$242K ﹤0.01% 1584

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Atria Wealth Solutions's TACK Position: Q2 2025 in Review

Atria Wealth Solutions increased its Fairlead Tactical Sector ETF (TACK) stake by 5.9% in Q2 2025, buying an estimated $21.2K and bringing the position to 13,986 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1029.

Atria Wealth Solutions first reported a position in TACK in Q3 2023 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold TACK as of Q2 2025.

  • Atria Wealth Solutions held 13,986 shares of Fairlead Tactical Sector ETF worth $399K as of Q2 2025.
  • Atria Wealth Solutions bought 777 Fairlead Tactical Sector ETF shares in Q2 2025, an estimated $21.2K.
  • Fairlead Tactical Sector ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1029 holding.
  • Atria Wealth Solutions first reported a position in Fairlead Tactical Sector ETF in Q3 2023 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.