HighTower Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

HighTower 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 Q2	$2.62M	Sell	82,912 -6,140	-7%	-$191K	﹤0.01%	1601
2026 Q1	$2.71M	Sell	89,052 -34	-0%	-$1.05K	﹤0.01%	1543
2025 Q4	$2.67M	Sell	89,086 -778	-0.9%	-$23.3K	﹤0.01%	1521
2025 Q3	$2.7M	Sell	89,864 -1,909	-2%	-$55.2K	﹤0.01%	1470
2025 Q2	$2.59M	Buy	91,773 +39,036	+74%	+$1.07M	﹤0.01%	1426
2025 Q1	$1.43M	Hold	52,737	–	–	﹤0.01%	1727
2024 Q4	$1.44M	Sell	52,737 -6,014	-10%	-$170K	﹤0.01%	1724
2024 Q3	$1.65M	Buy	58,751 +42,546	+263%	+$1.14M	﹤0.01%	1624
2024 Q2	$422K	Sell	16,205 -100	-0.6%	-$2.58K	﹤0.01%	2438
2024 Q1	$431K	Sell	16,305 -105	-0.6%	-$2.66K	﹤0.01%	2380
2023 Q4	$406K	Sell	16,410 -10,526	-39%	-$247K	﹤0.01%	2466
2023 Q3	$608K	Sell	26,936 -12,919	-32%	-$304K	﹤0.01%	2099
2023 Q2	$945K	Buy	39,855 +2,335	+6%	+$56.1K	﹤0.01%	1792
2023 Q1	$911K	Buy	37,520 +23,408	+166%	+$560K	﹤0.01%	1720
2022 Q4	$331K	Sell	14,112 -311	-2%	-$7.2K	﹤0.01%	2398
2022 Q3	$323K	Sell	14,423 -1,960	-12%	-$46.2K	﹤0.01%	2301
2022 Q2	$390K	Buy	+16,383	New	+$402K	﹤0.01%	2204

Other funds holding TACK

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

HighTower Advisors's TACK Position: Q2 2026 in Review

HighTower Advisors reduced its Fairlead Tactical Sector ETF (TACK) stake by 6.9% in Q2 2026, selling an estimated $191K and leaving 82,912 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

HighTower Advisors first reported a position in TACK in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.71M in Q1 2026. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

HighTower Advisors held 82,912 shares of Fairlead Tactical Sector ETF worth $2.62M as of Q2 2026.
HighTower Advisors sold 6,140 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $191K.
Fairlead Tactical Sector ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1601 holding.
HighTower Advisors first reported a position in Fairlead Tactical Sector ETF in Q2 2022 and has held it in 17 quarters since.
HighTower Advisors's Fairlead Tactical Sector ETF position peaked at $2.71M in Q1 2026.
39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.