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
Q3 		$813K Buy
25,922
+5,656
+28% +$182K ﹤0.01% 4701
2026
Q2 		$641K Buy
20,266
+1,443
+8% +$44.9K ﹤0.01% 4804
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

NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 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

LPL Financial's TACK Position: Q3 2026 in Review

LPL Financial increased its Fairlead Tactical Sector ETF (TACK) stake by 28% in Q3 2026, buying an estimated $182K and bringing the position to 25,922 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #4701.

LPL Financial first reported a position in TACK in Q3 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold TACK as of Q3 2026.

  • LPL Financial held 25,922 shares of Fairlead Tactical Sector ETF worth $813K as of Q3 2026.
  • LPL Financial bought 5,656 Fairlead Tactical Sector ETF shares in Q3 2026, an estimated $182K.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4701 holding.
  • LPL Financial first reported a position in Fairlead Tactical Sector ETF in Q3 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.