CWP
TACK icon

Concord Wealth Partners’s Fairlead Tactical Sector ETF TACK Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-94
Closed -$2K – 1031
2022
Q2 		$2K Buy
+94
New +$2.31K ﹤0.01% 1071

Other funds holding TACK

CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 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
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Concord Wealth Partners's TACK Position: Q3 2022 in Review

Concord Wealth Partners sold out of Fairlead Tactical Sector ETF (TACK) in Q3 2022, closing a stake of 94 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in TACK in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 19 funds tracked by Wall St. Rank hold TACK as of Q3 2022.

  • Concord Wealth Partners reported no remaining Fairlead Tactical Sector ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 94 Fairlead Tactical Sector ETF shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Fairlead Tactical Sector ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Fairlead Tactical Sector ETF position peaked at $2K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.