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

Stapp 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
Q4 		– Sell
-3,797
Closed -$85K – 100
2022
Q3 		$85K Buy
+3,797
New +$89.6K 0.25% 23

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FEG
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VFPW
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CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Stapp Wealth Management's TACK Position: Q4 2022 in Review

Stapp Wealth Management sold out of Fairlead Tactical Sector ETF (TACK) in Q4 2022, closing a stake of 3,797 shares — an estimated $85K sold.

Stapp Wealth Management first reported a position in TACK in Q3 2022 and held it in 1 quarter. The position peaked at $85K in Q3 2022. 22 funds tracked by Wall St. Rank hold TACK as of Q4 2022.

  • Stapp Wealth Management reported no remaining Fairlead Tactical Sector ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 3,797 Fairlead Tactical Sector ETF shares in Q4 2022, an estimated $85K.
  • Stapp Wealth Management first reported a position in Fairlead Tactical Sector ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Fairlead Tactical Sector ETF position peaked at $85K in Q3 2022.
  • 22 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.