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Hudock Inc’s Fairlead Tactical Sector ETF TACK Stock Holding History

Hudock Inc’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 		– Sell
-75,448
Closed -$1.71M – 160
2023
Q3 		$1.71M Sell
75,448
-1,256
-2% -$29.6K 0.41% 38
2023
Q2 		$1.82M Buy
+76,704
New +$1.84M 0.43% 33

Other funds holding TACK

CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 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
Mariner
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
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

Hudock Inc's TACK Position: Q4 2023 in Review

Hudock Inc sold out of Fairlead Tactical Sector ETF (TACK) in Q4 2023, closing a stake of 75,448 shares — an estimated $1.71M sold.

Hudock Inc first reported a position in TACK in Q2 2023 and held it in 2 quarters. The position peaked at $1.82M in Q2 2023. 29 funds tracked by Wall St. Rank hold TACK as of Q4 2023.

  • Hudock Inc reported no remaining Fairlead Tactical Sector ETF position as of Q4 2023 after selling out during the quarter.
  • Hudock Inc sold 75,448 Fairlead Tactical Sector ETF shares in Q4 2023, an estimated $1.71M.
  • Hudock Inc first reported a position in Fairlead Tactical Sector ETF in Q2 2023 and held it in 2 quarters.
  • Hudock Inc's Fairlead Tactical Sector ETF position peaked at $1.82M in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q4 2023.

Based on Hudock Inc's 13F filing for Q4 2023, filed 22 Jan 2024.