EFA
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Evernest Financial Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

Evernest Financial Advisors’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 		$16.6M Buy
541,504
+201,285
+59% +$6.21M 3.45% 9
2025
Q4 		$10.6M Buy
340,219
+46,862
+16% +$1.4M 2.22% 13
2025
Q3 		$8.8M Buy
+293,357
New +$8.48M 2.47% 11

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
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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Evernest Financial Advisors's TACK Position: Q1 2026 in Review

Evernest Financial Advisors increased its Fairlead Tactical Sector ETF (TACK) stake by 59% in Q1 2026, buying an estimated $6.21M and bringing the position to 541,504 shares worth $16.6M. The position accounts for 3.45% of the portfolio, ranked #9.

Evernest Financial Advisors first reported a position in TACK in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

  • Evernest Financial Advisors held 541,504 shares of Fairlead Tactical Sector ETF worth $16.6M as of Q1 2026.
  • Evernest Financial Advisors bought 201,285 Fairlead Tactical Sector ETF shares in Q1 2026, an estimated $6.21M.
  • Fairlead Tactical Sector ETF made up 3.45% of Evernest Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Evernest Financial Advisors first reported a position in Fairlead Tactical Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.