CFP
TACK icon

Comprehensive Financial Planning’s Fairlead Tactical Sector ETF TACK Stock Holding History

Comprehensive Financial Planning’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
Q1 		$212 Hold
7
– – ﹤0.01% 372
2025
Q4 		$209 Hold
7
– – ﹤0.01% 399
2025
Q3 		$210 Hold
7
– – ﹤0.01% 334
2025
Q2 		$198 Hold
7
– – ﹤0.01% 325
2025
Q1 		$190 Hold
7
– – ﹤0.01% 314
2024
Q4 		$191 Buy
+7
New +$198 ﹤0.01% 343

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
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
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Comprehensive Financial Planning's TACK Position: Q1 2026 in Review

Comprehensive Financial Planning held its Fairlead Tactical Sector ETF (TACK) position steady in Q1 2026 at 7 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Comprehensive Financial Planning first reported a position in TACK in Q4 2024 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

  • Comprehensive Financial Planning held 7 shares of Fairlead Tactical Sector ETF worth $212 as of Q1 2026.
  • Comprehensive Financial Planning left its Fairlead Tactical Sector ETF share count unchanged in Q1 2026.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #372 holding.
  • Comprehensive Financial Planning first reported a position in Fairlead Tactical Sector ETF in Q4 2024 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.