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Blue Trust Inc’s Fairlead Tactical Sector ETF TACK Stock Holding History

Blue Trust Inc’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 		$1.68K Buy
+53
New +$1.65K ﹤0.01% 2211

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
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

Blue Trust Inc's TACK Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Fairlead Tactical Sector ETF (TACK) in Q2 2026: 53 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #2211 among its holdings.

39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • Blue Trust Inc held 53 shares of Fairlead Tactical Sector ETF worth $1.68K as of Q2 2026.
  • Fairlead Tactical Sector ETF was a new Blue Trust Inc position in Q2 2026.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2211 holding.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.