AWS
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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

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NIA
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Cambridge Investment Research Advisors
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HighTower Advisors
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return