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Parallel Advisors’s Fairlead Tactical Sector ETF TACK Stock Holding History

Parallel 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
2022
Q3 		– Sell
-100
Closed -$2K – 3485
2022
Q2 		$2K Buy
+100
New +$2.45K ﹤0.01% 2643

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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Parallel Advisors's TACK Position: Q3 2022 in Review

Parallel Advisors sold out of Fairlead Tactical Sector ETF (TACK) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Parallel Advisors first reported a position in TACK in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 19 funds tracked by Wall St. Rank hold TACK as of Q3 2022.

  • Parallel Advisors reported no remaining Fairlead Tactical Sector ETF position as of Q3 2022 after selling out during the quarter.
  • Parallel Advisors sold 100 Fairlead Tactical Sector ETF shares in Q3 2022, an estimated $2K.
  • Parallel Advisors first reported a position in Fairlead Tactical Sector ETF in Q2 2022 and held it in 1 quarter.
  • Parallel Advisors's Fairlead Tactical Sector ETF position peaked at $2K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2022.

Based on Parallel Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.