Sigma Planning Corp’s Fairlead Tactical Sector ETF TACK Stock Holding History

Sigma Planning Corp’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
2026 Q1	$397K	Sell	13,058 -177	-1%	-$5.46K	0.01%	939
2025 Q4	$397K	Sell	13,235 -18,769	-59%	-$562K	0.01%	895
2025 Q3	$960K	Sell	32,004 -4	-0%	-$116	0.03%	545
2025 Q2	$903K	Buy	32,008 +12,290	+62%	+$336K	0.03%	533
2025 Q1	$536K	Buy	19,718 +2,222	+13%	+$61.7K	0.02%	702
2024 Q4	$479K	Buy	+17,496	New	+$494K	0.02%	760

Other funds holding TACK

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sigma Planning Corp's TACK Position: Q1 2026 in Review

Sigma Planning Corp reduced its Fairlead Tactical Sector ETF (TACK) stake by 1.3% in Q1 2026, selling an estimated $5.46K and leaving 13,058 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #939.

Sigma Planning Corp first reported a position in TACK in Q4 2024 and has held it in 6 quarters since. The position peaked at $960K in Q3 2025. 38 funds tracked by Wall St. Rank hold TACK as of Q1 2026.

Sigma Planning Corp held 13,058 shares of Fairlead Tactical Sector ETF worth $397K as of Q1 2026.
Sigma Planning Corp sold 177 Fairlead Tactical Sector ETF shares in Q1 2026, an estimated $5.46K.
Fairlead Tactical Sector ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #939 holding.
Sigma Planning Corp first reported a position in Fairlead Tactical Sector ETF in Q4 2024 and has held it in 6 quarters since.
Sigma Planning Corp's Fairlead Tactical Sector ETF position peaked at $960K in Q3 2025.
38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.