LOWM
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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
Q2 		$788K Buy
24,920
+9,146
+58% +$284K 0.11% 149
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
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

Laurel Oak Wealth Management's TACK Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Fairlead Tactical Sector ETF (TACK) stake by 58% in Q2 2026, buying an estimated $284K and bringing the position to 24,920 shares worth $788K. The position accounts for 0.11% of the portfolio, ranked #149.

Laurel Oak Wealth Management first reported a position in TACK in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • Laurel Oak Wealth Management held 24,920 shares of Fairlead Tactical Sector ETF worth $788K as of Q2 2026.
  • Laurel Oak Wealth Management bought 9,146 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $284K.
  • Fairlead Tactical Sector ETF made up 0.11% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Laurel Oak Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.