Cambridge Investment Research Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

Cambridge Investment Research Advisors’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	$1.32M	Sell	41,755 -62,621	-60%	-$1.95M	﹤0.01%	2045
2026 Q1	$3.17M	Sell	104,376 -40,639	-28%	-$1.25M	0.01%	1247
2025 Q4	$4.35M	Sell	145,015 -1,219	-0.8%	-$36.5K	0.01%	1000
2025 Q3	$4.39M	Sell	146,234 -9,116	-6%	-$264K	0.01%	987
2025 Q2	$4.38M	Buy	155,350 +122,823	+378%	+$3.35M	0.01%	929
2025 Q1	$884K	Buy	32,527 +5,877	+22%	+$163K	﹤0.01%	1959
2024 Q4	$729K	Buy	+26,650	New	+$753K	﹤0.01%	2120
2023 Q4	–	Sell	-10,732	Closed	-$243K	–	3303
2023 Q3	$243K	Sell	10,732 -4,200	-28%	-$99K	﹤0.01%	2667
2023 Q2	$355K	Buy	14,932 +585	+4%	+$14.1K	﹤0.01%	2406
2023 Q1	$348K	Buy	+14,347	New	+$343K	﹤0.01%	2353

Other funds holding TACK

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Cambridge Investment Research Advisors's TACK Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Fairlead Tactical Sector ETF (TACK) stake by 60% in Q2 2026, selling an estimated $1.95M and leaving 41,755 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Cambridge Investment Research Advisors first reported a position in TACK in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.39M in Q3 2025. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

Cambridge Investment Research Advisors held 41,755 shares of Fairlead Tactical Sector ETF worth $1.32M as of Q2 2026.
Cambridge Investment Research Advisors sold 62,621 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $1.95M.
Fairlead Tactical Sector ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2045 holding.
Cambridge Investment Research Advisors first reported a position in Fairlead Tactical Sector ETF in Q1 2023 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's Fairlead Tactical Sector ETF position peaked at $4.39M in Q3 2025.
39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.