MWM
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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
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 $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

Mission Wealth Management's TACK Position: Q1 2026 in Review

Mission Wealth Management reduced its Fairlead Tactical Sector ETF (TACK) stake by 3.2% in Q1 2026, selling an estimated $75.8K and leaving 74,921 shares worth $2.28M. The position accounts for 0.05% of the portfolio, ranked #197.

Mission Wealth Management first reported a position in TACK in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.54M in Q3 2025. 38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

  • Mission Wealth Management held 74,921 shares of Fairlead Tactical Sector ETF worth $2.28M as of Q1 2026.
  • Mission Wealth Management sold 2,457 Fairlead Tactical Sector ETF shares in Q1 2026, an estimated $75.8K.
  • Fairlead Tactical Sector ETF made up 0.05% of Mission Wealth Management's portfolio in Q1 2026, its #197 holding.
  • Mission Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • Mission Wealth Management's Fairlead Tactical Sector ETF position peaked at $2.54M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.