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Jaffetilchin Investment Partners’s Fairlead Tactical Sector ETF TACK Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-235
Closed -$6.61K – 1198
2024
Q3 		$6.61K Buy
+235
New +$6.32K ﹤0.01% 980
2023
Q3 		– Sell
-13,697
Closed -$326K – 377
2023
Q2 		$326K Sell
13,697
-7,803
-36% -$188K 0.03% 268
2023
Q1 		$521K Sell
21,500
-11,486
-35% -$275K 0.06% 196
2022
Q4 		$771K Sell
32,986
-6,810
-17% -$158K 0.09% 152
2022
Q3 		$889K Buy
+39,796
New +$939K 0.11% 118

Other funds holding TACK

CSP
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return

Jaffetilchin Investment Partners's TACK Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Fairlead Tactical Sector ETF (TACK) in Q4 2024, closing a stake of 235 shares — an estimated $6.61K sold.

Jaffetilchin Investment Partners first reported a position in TACK in Q3 2022 and held it in 5 quarters. The position peaked at $889K in Q3 2022. 35 funds tracked by Wall St. Rank hold TACK as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Fairlead Tactical Sector ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 235 Fairlead Tactical Sector ETF shares in Q4 2024, an estimated $6.61K.
  • Jaffetilchin Investment Partners first reported a position in Fairlead Tactical Sector ETF in Q3 2022 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's Fairlead Tactical Sector ETF position peaked at $889K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.