Harvest Group Wealth Management’s Fairlead Tactical Sector ETF TACK Stock Holding History

Harvest Group 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
2023 Q1	–	Sell	-120	Closed	-$2.81K	–	204
2022 Q4	$2.81K	Hold	120	–	–	﹤0.01%	102
2022 Q3	$3K	Hold	120	–	–	﹤0.01%	102
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	115
2022 Q1	$3K	Buy	+120	New	+$3.04K	﹤0.01%	80

Other funds holding TACK

Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Cary Street Partners Investment Advisory Richmond, Virginia $392M AUM 21.43% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return