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TACK icon

Insight Wealth Partners’s Fairlead Tactical Sector ETF TACK Stock Holding History

Insight Wealth Partners’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 		$2.01M Buy
63,671
+2,088
+3% +$64.9K 0.27% 39
2026
Q1 		$1.87M Sell
61,583
-867
-1% -$26.7K 0.26% 38
2025
Q4 		$1.87M Buy
62,450
+1,298
+2% +$38.9K 0.26% 32
2025
Q3 		$1.84M Buy
61,152
+3,109
+5% +$89.9K 0.56% 31
2025
Q2 		$1.64M Buy
58,043
+1,171
+2% +$32K 0.64% 30
2025
Q1 		$1.55M Buy
56,872
+5,029
+10% +$140K 0.26% 30
2024
Q4 		$1.42M Sell
51,843
-486
-0.9% -$13.7K 0.19% 34
2024
Q3 		$1.47M Buy
52,329
+803
+2% +$21.6K 0.29% 35
2024
Q2 		$1.34M Buy
51,526
+3,552
+7% +$91.5K 0.23% 31
2024
Q1 		$1.27M Buy
47,974
+5,903
+14% +$150K 0.22% 32
2023
Q4 		$1.04M Sell
42,071
-70
-0.2% -$1.64K 0.18% 32
2023
Q3 		$955K Buy
42,141
+2,592
+7% +$61.1K 0.18% 29
2023
Q2 		$940K Buy
+39,549
New +$951K 0.22% 31

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Insight Wealth Partners's TACK Position: Q2 2026 in Review

Insight Wealth Partners increased its Fairlead Tactical Sector ETF (TACK) stake by 3.4% in Q2 2026, buying an estimated $64.9K and bringing the position to 63,671 shares worth $2.01M. The position accounts for 0.27% of the portfolio, ranked #39.

Insight Wealth Partners first reported a position in TACK in Q2 2023 and has held it in 13 quarters since. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • Insight Wealth Partners held 63,671 shares of Fairlead Tactical Sector ETF worth $2.01M as of Q2 2026.
  • Insight Wealth Partners bought 2,088 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $64.9K.
  • Fairlead Tactical Sector ETF made up 0.27% of Insight Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Insight Wealth Partners first reported a position in Fairlead Tactical Sector ETF in Q2 2023 and has held it in 13 quarters since.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.