Focus Partners Wealth’s Fairlead Tactical Sector ETF TACK Stock Holding History

Focus Partners Wealth’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 Q3	$17.7M	Buy	+565,809	New	+$18.2M	0.02%	553

Other funds holding TACK

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Focus Partners Wealth's TACK Position: Q3 2026 in Review

Focus Partners Wealth opened a new position in Fairlead Tactical Sector ETF (TACK) in Q3 2026: 565,809 shares worth $17.7M. The stake represents 0.02% of the portfolio and ranks #553 among its holdings.

29 funds tracked by Wall St. Rank hold TACK as of Q3 2026.

Focus Partners Wealth held 565,809 shares of Fairlead Tactical Sector ETF worth $17.7M as of Q3 2026.
Fairlead Tactical Sector ETF was a new Focus Partners Wealth position in Q3 2026.
Fairlead Tactical Sector ETF made up 0.02% of Focus Partners Wealth's portfolio in Q3 2026, its #553 holding.
29 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.