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
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

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

LPL Financial's TACK Position: Q2 2026 in Review

LPL Financial increased its Fairlead Tactical Sector ETF (TACK) stake by 7.7% in Q2 2026, buying an estimated $44.9K and bringing the position to 20,266 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #4804.

LPL Financial first reported a position in TACK in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • LPL Financial held 20,266 shares of Fairlead Tactical Sector ETF worth $641K as of Q2 2026.
  • LPL Financial bought 1,443 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $44.9K.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4804 holding.
  • LPL Financial first reported a position in Fairlead Tactical Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.