SWM
TACK icon

Spire Wealth Management’s Fairlead Tactical Sector ETF TACK Stock Holding History

Spire Wealth Management’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
-500
Closed -$12K – 2569
2022
Q2 		$12K Buy
+500
New +$12.3K ﹤0.01% 1865

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FEG
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VFPW
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CSPIA
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
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JIP
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WAP
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Spire Wealth Management's TACK Position: Q3 2022 in Review

Spire Wealth Management sold out of Fairlead Tactical Sector ETF (TACK) in Q3 2022, closing a stake of 500 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in TACK in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 19 funds tracked by Wall St. Rank hold TACK as of Q3 2022.

  • Spire Wealth Management reported no remaining Fairlead Tactical Sector ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 500 Fairlead Tactical Sector ETF shares in Q3 2022, an estimated $12K.
  • Spire Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Fairlead Tactical Sector ETF position peaked at $12K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.