CFD
TACK icon

Creative Financial Designs’s Fairlead Tactical Sector ETF TACK Stock Holding History

Creative Financial Designs’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
2025
Q2 		– Sell
-1,000
Closed -$27.2K – 2165
2025
Q1 		$27.2K Sell
1,000
-2,900
-74% -$80.5K ﹤0.01% 1006
2024
Q4 		$107K Buy
+3,900
New +$110K 0.01% 590

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return