Laurel Oak Wealth Management
TACK icon

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
Q3 		$795K Buy
25,342
+422
+2% +$13.6K 0.11% 145
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
AFG Fiduciary Services
AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

Laurel Oak Wealth Management's TACK Position: Q3 2026 in Review

Laurel Oak Wealth Management increased its Fairlead Tactical Sector ETF (TACK) stake by 1.7% in Q3 2026, buying an estimated $13.6K and bringing the position to 25,342 shares worth $795K. The position accounts for 0.11% of the portfolio, ranked #145.

Laurel Oak Wealth Management first reported a position in TACK in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold TACK as of Q3 2026.

  • Laurel Oak Wealth Management held 25,342 shares of Fairlead Tactical Sector ETF worth $795K as of Q3 2026.
  • Laurel Oak Wealth Management bought 422 Fairlead Tactical Sector ETF shares in Q3 2026, an estimated $13.6K.
  • Fairlead Tactical Sector ETF made up 0.11% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Laurel Oak Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.