MWM
TACK icon

Mission Wealth Management’s Fairlead Tactical Sector ETF TACK Stock Holding History

Mission 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 		$1.99M Sell
62,953
-11,968
-16% -$372K 0.02% 310
2026
Q1 		$2.28M Sell
74,921
-2,457
-3% -$75.8K 0.05% 197
2025
Q4 		$2.32M Sell
77,378
-7,186
-8% -$215K 0.05% 201
2025
Q3 		$2.54M Buy
+84,564
New +$2.45M 0.05% 190

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
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Mission Wealth Management's TACK Position: Q2 2026 in Review

Mission Wealth Management reduced its Fairlead Tactical Sector ETF (TACK) stake by 16% in Q2 2026, selling an estimated $372K and leaving 62,953 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #310.

Mission Wealth Management first reported a position in TACK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.54M in Q3 2025. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • Mission Wealth Management held 62,953 shares of Fairlead Tactical Sector ETF worth $1.99M as of Q2 2026.
  • Mission Wealth Management sold 11,968 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $372K.
  • Fairlead Tactical Sector ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Mission Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • Mission Wealth Management's Fairlead Tactical Sector ETF position peaked at $2.54M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.