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

Oregon Pacific 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
2025
Q1 		– Sell
-8,480
Closed -$232K – 134
2024
Q4 		$232K Buy
+8,480
New +$240K 0.23% 107

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IWP
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FWM
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Oregon Pacific Wealth Management's TACK Position: Q1 2025 in Review

Oregon Pacific Wealth Management sold out of Fairlead Tactical Sector ETF (TACK) in Q1 2025, closing a stake of 8,480 shares — an estimated $232K sold.

Oregon Pacific Wealth Management first reported a position in TACK in Q4 2024 and held it in 1 quarter. The position peaked at $232K in Q4 2024. 32 funds tracked by Wall St. Rank hold TACK as of Q1 2025.

  • Oregon Pacific Wealth Management reported no remaining Fairlead Tactical Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 8,480 Fairlead Tactical Sector ETF shares in Q1 2025, an estimated $232K.
  • Oregon Pacific Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q4 2024 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's Fairlead Tactical Sector ETF position peaked at $232K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.