AWM
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Axxcess Wealth Management’s Fairlead Tactical Sector ETF TACK Stock Holding History

Axxcess Wealth Management’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
2023
Q2 		– Sell
-8,710
Closed -$211K – 682
2023
Q1 		$211K Buy
+8,710
New +$208K 0.02% 577

Other funds holding TACK

CSPAM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

Axxcess Wealth Management's TACK Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Fairlead Tactical Sector ETF (TACK) in Q2 2023, closing a stake of 8,710 shares — an estimated $211K sold.

Axxcess Wealth Management first reported a position in TACK in Q1 2023 and held it in 1 quarter. The position peaked at $211K in Q1 2023. 26 funds tracked by Wall St. Rank hold TACK as of Q2 2023.

  • Axxcess Wealth Management reported no remaining Fairlead Tactical Sector ETF position as of Q2 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,710 Fairlead Tactical Sector ETF shares in Q2 2023, an estimated $211K.
  • Axxcess Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q1 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Fairlead Tactical Sector ETF position peaked at $211K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.