LPL Financial
TACK icon

LPL Financial’s Fairlead Tactical Sector ETF TACK Stock Holding History

LPL Financial’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 		$572K Buy
18,823
+2,612
+16% +$80.6K ﹤0.01% 4641
2025
Q4 		$486K Buy
16,211
+1,359
+9% +$40.7K ﹤0.01% 4741
2025
Q3 		$446K Buy
+14,852
New +$430K ﹤0.01% 4721

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial's TACK Position: Q1 2026 in Review

LPL Financial increased its Fairlead Tactical Sector ETF (TACK) stake by 16% in Q1 2026, buying an estimated $80.6K and bringing the position to 18,823 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #4641.

LPL Financial first reported a position in TACK in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

  • LPL Financial held 18,823 shares of Fairlead Tactical Sector ETF worth $572K as of Q1 2026.
  • LPL Financial bought 2,612 Fairlead Tactical Sector ETF shares in Q1 2026, an estimated $80.6K.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4641 holding.
  • LPL Financial first reported a position in Fairlead Tactical Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.