RA
TACK icon

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

RiverTree 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
2024
Q1 		– Sell
-16,250
Closed -$403K – 31
2023
Q4 		$403K Buy
+16,250
New +$381K 0.27% 26
2023
Q3 		– Sell
-33,727
Closed -$802K – 29
2023
Q2 		$802K Sell
33,727
-5,951
-15% -$143K 0.58% 23
2023
Q1 		$961K Buy
39,678
+2,318
+6% +$55.5K 0.69% 24
2022
Q4 		$873K Buy
+37,360
New +$865K 0.72% 22

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
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RiverTree Advisors's TACK Position: Q1 2024 in Review

RiverTree Advisors sold out of Fairlead Tactical Sector ETF (TACK) in Q1 2024, closing a stake of 16,250 shares — an estimated $403K sold.

RiverTree Advisors first reported a position in TACK in Q4 2022 and held it in 4 quarters. The position peaked at $961K in Q1 2023. 26 funds tracked by Wall St. Rank hold TACK as of Q1 2024.

  • RiverTree Advisors reported no remaining Fairlead Tactical Sector ETF position as of Q1 2024 after selling out during the quarter.
  • RiverTree Advisors sold 16,250 Fairlead Tactical Sector ETF shares in Q1 2024, an estimated $403K.
  • RiverTree Advisors first reported a position in Fairlead Tactical Sector ETF in Q4 2022 and held it in 4 quarters.
  • RiverTree Advisors's Fairlead Tactical Sector ETF position peaked at $961K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2024.

Based on RiverTree Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.