Janney Montgomery Scott
TACK icon

Janney Montgomery Scott’s Fairlead Tactical Sector ETF TACK Stock Holding History

Janney Montgomery Scott’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 		$420K Sell
13,284
-99
-0.7% -$3.08K ﹤0.01% 2517
2026
Q1 		$407K Sell
13,383
-231
-2% -$7.13K ﹤0.01% 2183
2025
Q4 		$408K Buy
13,614
+174
+1% +$5.21K ﹤0.01% 2350
2025
Q3 		$403K Sell
13,440
-134
-1% -$3.88K ﹤0.01% 2294
2025
Q2 		$383K Sell
13,574
-70
-0.5% -$1.91K ﹤0.01% 2190
2025
Q1 		$371K Buy
13,644
+650
+5% +$18K ﹤0.01% 2181
2024
Q4 		$355K Sell
12,994
-1,299
-9% -$36.7K ﹤0.01% 2205
2024
Q3 		$402K Sell
14,293
-205
-1% -$5.51K ﹤0.01% 2114
2024
Q2 		$376K Sell
14,498
-336
-2% -$8.65K ﹤0.01% 2083
2024
Q1 		$392K Sell
14,834
-1,180
-7% -$29.9K ﹤0.01% 2165
2023
Q4 		$397K Buy
16,014
+41
+0.3% +$962 ﹤0.01% 2060
2023
Q3 		$362K Sell
15,973
-538
-3% -$12.7K ﹤0.01% 2011
2023
Q2 		$393K Buy
+16,511
New +$397K ﹤0.01% 2044

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
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Janney Montgomery Scott's TACK Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Fairlead Tactical Sector ETF (TACK) stake by 0.74% in Q2 2026, selling an estimated $3.08K and leaving 13,284 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Janney Montgomery Scott 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.

  • Janney Montgomery Scott held 13,284 shares of Fairlead Tactical Sector ETF worth $420K as of Q2 2026.
  • Janney Montgomery Scott sold 99 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $3.08K.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2517 holding.
  • Janney Montgomery Scott 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.