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Glass Jacobson Investment Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

Glass Jacobson Investment 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
2024
Q3 		– Sell
-15
Closed -$391 – 789
2024
Q2 		$391 Hold
15
– – ﹤0.01% 732
2024
Q1 		$397 Buy
+15
New +$380 ﹤0.01% 722

Other funds holding TACK

CSPAM
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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
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Glass Jacobson Investment Advisors's TACK Position: Q3 2024 in Review

Glass Jacobson Investment Advisors sold out of Fairlead Tactical Sector ETF (TACK) in Q3 2024, closing a stake of 15 shares — an estimated $391 sold.

Glass Jacobson Investment Advisors first reported a position in TACK in Q1 2024 and held it in 2 quarters. The position peaked at $397 in Q1 2024. 28 funds tracked by Wall St. Rank hold TACK as of Q3 2024.

  • Glass Jacobson Investment Advisors reported no remaining Fairlead Tactical Sector ETF position as of Q3 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 15 Fairlead Tactical Sector ETF shares in Q3 2024, an estimated $391.
  • Glass Jacobson Investment Advisors first reported a position in Fairlead Tactical Sector ETF in Q1 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Fairlead Tactical Sector ETF position peaked at $397 in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.