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NBZ Investment Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

NBZ Investment Advisors’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 		$9.71M Buy
319,396
+877
+0.3% +$27.1K 4.24% 10
2025
Q4 		$9.55M Buy
318,519
+23,681
+8% +$709K 4.15% 11
2025
Q3 		$8.85M Buy
294,838
+17,152
+6% +$496K 4.62% 9
2025
Q2 		$7.84M Buy
277,686
+1,188
+0.4% +$32.4K 4.46% 10
2025
Q1 		$7.52M Buy
276,498
+22,062
+9% +$612K 4.33% 8
2024
Q4 		$6.96M Buy
+254,436
New +$7.19M 3.89% 11

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
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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

NBZ Investment Advisors's TACK Position: Q1 2026 in Review

NBZ Investment Advisors increased its Fairlead Tactical Sector ETF (TACK) stake by 0.28% in Q1 2026, buying an estimated $27.1K and bringing the position to 319,396 shares worth $9.71M. The position accounts for 4.24% of the portfolio, ranked #10.

NBZ Investment Advisors first reported a position in TACK in Q4 2024 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

  • NBZ Investment Advisors held 319,396 shares of Fairlead Tactical Sector ETF worth $9.71M as of Q1 2026.
  • NBZ Investment Advisors bought 877 Fairlead Tactical Sector ETF shares in Q1 2026, an estimated $27.1K.
  • Fairlead Tactical Sector ETF made up 4.24% of NBZ Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • NBZ Investment Advisors first reported a position in Fairlead Tactical Sector ETF in Q4 2024 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.