CFD
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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 – 2159
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 $4.58B 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Creative Financial Designs's TACK Position: Q2 2025 in Review

Creative Financial Designs sold out of Fairlead Tactical Sector ETF (TACK) in Q2 2025, closing a stake of 1,000 shares — an estimated $27.2K sold.

Creative Financial Designs first reported a position in TACK in Q4 2024 and held it in 2 quarters. The position peaked at $107K in Q4 2024. 36 funds tracked by Wall St. Rank hold TACK as of Q2 2025.

  • Creative Financial Designs reported no remaining Fairlead Tactical Sector ETF position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 1,000 Fairlead Tactical Sector ETF shares in Q2 2025, an estimated $27.2K.
  • Creative Financial Designs first reported a position in Fairlead Tactical Sector ETF in Q4 2024 and held it in 2 quarters.
  • Creative Financial Designs's Fairlead Tactical Sector ETF position peaked at $107K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.