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

Regal 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
2023
Q3 		– Sell
-14,358
Closed -$341K – 535
2023
Q2 		$341K Sell
14,358
-983
-6% -$23.6K 0.03% 371
2023
Q1 		$372K Buy
15,341
+3,238
+27% +$77.5K 0.03% 347
2022
Q4 		$283K Buy
+12,103
New +$280K 0.03% 391

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return

Regal Investment Advisors's TACK Position: Q3 2023 in Review

Regal Investment Advisors sold out of Fairlead Tactical Sector ETF (TACK) in Q3 2023, closing a stake of 14,358 shares — an estimated $341K sold.

Regal Investment Advisors first reported a position in TACK in Q4 2022 and held it in 3 quarters. The position peaked at $372K in Q1 2023. 23 funds tracked by Wall St. Rank hold TACK as of Q3 2023.

  • Regal Investment Advisors reported no remaining Fairlead Tactical Sector ETF position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 14,358 Fairlead Tactical Sector ETF shares in Q3 2023, an estimated $341K.
  • Regal Investment Advisors first reported a position in Fairlead Tactical Sector ETF in Q4 2022 and held it in 3 quarters.
  • Regal Investment Advisors's Fairlead Tactical Sector ETF position peaked at $372K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.