Raymond James Financial
TACK icon

Raymond James Financial’s Fairlead Tactical Sector ETF TACK Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-466
Closed -$13.2K – 6580
2025
Q2 		$13.2K Buy
+466
New +$12.7K ﹤0.01% 5787

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NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's TACK Position: Q3 2025 in Review

Raymond James Financial sold out of Fairlead Tactical Sector ETF (TACK) in Q3 2025, closing a stake of 466 shares — an estimated $13.2K sold.

Raymond James Financial first reported a position in TACK in Q2 2025 and held it in 1 quarter. The position peaked at $13.2K in Q2 2025. 38 funds tracked by Wall St. Rank hold TACK as of Q3 2025.

  • Raymond James Financial reported no remaining Fairlead Tactical Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 466 Fairlead Tactical Sector ETF shares in Q3 2025, an estimated $13.2K.
  • Raymond James Financial first reported a position in Fairlead Tactical Sector ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Fairlead Tactical Sector ETF position peaked at $13.2K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.