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Dakota Wealth Management’s Fairlead Tactical Sector ETF TACK Stock Holding History

Dakota Wealth Management’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 		$250K Sell
7,896
-1,325
-14% -$41.2K ﹤0.01% 705
2026
Q1 		$280K Sell
9,221
-1,355
-13% -$41.8K 0.01% 666
2025
Q4 		$317K Buy
+10,576
New +$317K 0.01% 639

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

Dakota Wealth Management's TACK Position: Q2 2026 in Review

Dakota Wealth Management reduced its Fairlead Tactical Sector ETF (TACK) stake by 14% in Q2 2026, selling an estimated $41.2K and leaving 7,896 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Dakota Wealth Management first reported a position in TACK in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q4 2025. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • Dakota Wealth Management held 7,896 shares of Fairlead Tactical Sector ETF worth $250K as of Q2 2026.
  • Dakota Wealth Management sold 1,325 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $41.2K.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #705 holding.
  • Dakota Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • Dakota Wealth Management's Fairlead Tactical Sector ETF position peaked at $317K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.