Axxcess Wealth Management
TACK icon

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

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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.