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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

NIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 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.