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
Q2 		$221 Hold
7
– – ﹤0.01% 398
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 $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

Comprehensive Financial Planning's TACK Position: Q2 2026 in Review

Comprehensive Financial Planning held its Fairlead Tactical Sector ETF (TACK) position steady in Q2 2026 at 7 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Comprehensive Financial Planning first reported a position in TACK in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • Comprehensive Financial Planning held 7 shares of Fairlead Tactical Sector ETF worth $221 as of Q2 2026.
  • Comprehensive Financial Planning left its Fairlead Tactical Sector ETF share count unchanged in Q2 2026.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #398 holding.
  • Comprehensive Financial Planning first reported a position in Fairlead Tactical Sector ETF in Q4 2024 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.