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Money Concepts Capital’s Fairlead Tactical Sector ETF TACK Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,500
Closed -$35.1K – 2616
2022
Q4 		$35.1K Buy
+1,500
New +$34.7K ﹤0.01% 1389
2022
Q2 		– Sell
-1,950
Closed -$49K – 2502
2022
Q1 		$49K Buy
+1,950
New +$49.4K ﹤0.01% 1251

Other funds holding TACK

CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 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
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Money Concepts Capital's TACK Position: Q1 2023 in Review

Money Concepts Capital sold out of Fairlead Tactical Sector ETF (TACK) in Q1 2023, closing a stake of 1,500 shares — an estimated $35.1K sold.

Money Concepts Capital first reported a position in TACK in Q1 2022 and held it in 2 quarters. The position peaked at $49K in Q1 2022. 25 funds tracked by Wall St. Rank hold TACK as of Q1 2023.

  • Money Concepts Capital reported no remaining Fairlead Tactical Sector ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,500 Fairlead Tactical Sector ETF shares in Q1 2023, an estimated $35.1K.
  • Money Concepts Capital first reported a position in Fairlead Tactical Sector ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Fairlead Tactical Sector ETF position peaked at $49K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.