Laurel Oak Wealth Management’s Fairlead Tactical Sector ETF TACK Stock Holding History

Laurel Oak Wealth Management’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 Q1	$480K	Buy	+15,774	New	+$487K	0.08%	201

Other funds holding TACK

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Laurel Oak Wealth Management's TACK Position: Q1 2026 in Review

Laurel Oak Wealth Management opened a new position in Fairlead Tactical Sector ETF (TACK) in Q1 2026: 15,774 shares worth $480K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings.

38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

Laurel Oak Wealth Management held 15,774 shares of Fairlead Tactical Sector ETF worth $480K as of Q1 2026.
Fairlead Tactical Sector ETF was a new Laurel Oak Wealth Management position in Q1 2026.
Fairlead Tactical Sector ETF made up 0.08% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #201 holding.
38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.