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Grey Fox Wealth Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-3,168
Closed -$95.4K – 546
2025
Q3 		$95.4K Buy
+3,168
New +$91.6K 0.02% 194

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Grey Fox Wealth Advisors's TACK Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Fairlead Tactical Sector ETF (TACK) in Q4 2025, closing a stake of 3,168 shares — an estimated $95.4K sold.

Grey Fox Wealth Advisors first reported a position in TACK in Q3 2025 and held it in 1 quarter. The position peaked at $95.4K in Q3 2025. 36 funds tracked by Wall St. Rank hold TACK as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Fairlead Tactical Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 3,168 Fairlead Tactical Sector ETF shares in Q4 2025, an estimated $95.4K.
  • Grey Fox Wealth Advisors first reported a position in Fairlead Tactical Sector ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Fairlead Tactical Sector ETF position peaked at $95.4K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.