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Covestor’s Fairlead Tactical Sector ETF TACK Stock Holding History

Covestor’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
-160
Closed -$4K – 2572
2022
Q4 		$4K Buy
+160
New +$3.71K ﹤0.01% 1647

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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $85.7B AUM 24.21% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Covestor's TACK Position: Q1 2023 in Review

Covestor sold out of Fairlead Tactical Sector ETF (TACK) in Q1 2023, closing a stake of 160 shares — an estimated $4K sold.

Covestor first reported a position in TACK in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 25 funds tracked by Wall St. Rank hold TACK as of Q1 2023.

  • Covestor reported no remaining Fairlead Tactical Sector ETF position as of Q1 2023 after selling out during the quarter.
  • Covestor sold 160 Fairlead Tactical Sector ETF shares in Q1 2023, an estimated $4K.
  • Covestor first reported a position in Fairlead Tactical Sector ETF in Q4 2022 and held it in 1 quarter.
  • Covestor's Fairlead Tactical Sector ETF position peaked at $4K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.