Hobbs Group Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

Hobbs Group 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
2023 Q4	$1.15K	Buy	+46	New	+$1.08K	﹤0.01%	491

Other funds holding TACK

CSPAM

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

LIG

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

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

FWM

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

Hobbs Group Advisors's TACK Position: Q4 2023 in Review

Hobbs Group Advisors opened a new position in Fairlead Tactical Sector ETF (TACK) in Q4 2023: 46 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings.

29 funds tracked by Wall St. Rank hold TACK as of Q4 2023.

Hobbs Group Advisors held 46 shares of Fairlead Tactical Sector ETF worth $1.15K as of Q4 2023.
Fairlead Tactical Sector ETF was a new Hobbs Group Advisors position in Q4 2023.
Fairlead Tactical Sector ETF made up ﹤0.01% of Hobbs Group Advisors's portfolio in Q4 2023, its #491 holding.
29 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q4 2023.

Based on Hobbs Group Advisors's 13F filing for Q4 2023, filed 16 Feb 2024.