CWM
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ClientFirst Wealth Management’s Fairlead Tactical Sector ETF TACK Stock Holding History

ClientFirst 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
Q1 		– Sell
-10,000
Closed -$234K – 26
2022
Q4 		$234K Buy
+10,000
New +$232K 0.3% 22

Other funds holding TACK

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

ClientFirst Wealth Management's TACK Position: Q1 2023 in Review

ClientFirst Wealth Management sold out of Fairlead Tactical Sector ETF (TACK) in Q1 2023, closing a stake of 10,000 shares — an estimated $234K sold.

ClientFirst Wealth Management first reported a position in TACK in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 25 funds tracked by Wall St. Rank hold TACK as of Q1 2023.

  • ClientFirst Wealth Management reported no remaining Fairlead Tactical Sector ETF position as of Q1 2023 after selling out during the quarter.
  • ClientFirst Wealth Management sold 10,000 Fairlead Tactical Sector ETF shares in Q1 2023, an estimated $234K.
  • ClientFirst Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q4 2022 and held it in 1 quarter.
  • ClientFirst Wealth Management's Fairlead Tactical Sector ETF position peaked at $234K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2023.

Based on ClientFirst Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.