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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
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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Dakota Wealth Management's TACK Position: Q1 2026 in Review

Dakota Wealth Management reduced its Fairlead Tactical Sector ETF (TACK) stake by 13% in Q1 2026, selling an estimated $41.8K and leaving 9,221 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #666.

Dakota Wealth Management first reported a position in TACK in Q4 2025 and has held it in 2 quarters since. The position peaked at $317K in Q4 2025. 38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

  • Dakota Wealth Management held 9,221 shares of Fairlead Tactical Sector ETF worth $280K as of Q1 2026.
  • Dakota Wealth Management sold 1,355 Fairlead Tactical Sector ETF shares in Q1 2026, an estimated $41.8K.
  • Fairlead Tactical Sector ETF made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #666 holding.
  • Dakota Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q4 2025 and has held it in 2 quarters since.
  • Dakota Wealth Management's Fairlead Tactical Sector ETF position peaked at $317K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.