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Stock Yards Bank & Trust’s Fairlead Tactical Sector ETF TACK Stock Holding History

Stock Yards Bank & Trust’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
-8,500
Closed -$211K – 403
2023
Q4 		$211K Buy
+8,500
New +$200K 0.01% 363

Other funds holding TACK

CSPAM
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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

Stock Yards Bank & Trust's TACK Position: Q1 2024 in Review

Stock Yards Bank & Trust sold out of Fairlead Tactical Sector ETF (TACK) in Q1 2024, closing a stake of 8,500 shares — an estimated $211K sold.

Stock Yards Bank & Trust first reported a position in TACK in Q4 2023 and held it in 1 quarter. The position peaked at $211K in Q4 2023. 26 funds tracked by Wall St. Rank hold TACK as of Q1 2024.

  • Stock Yards Bank & Trust reported no remaining Fairlead Tactical Sector ETF position as of Q1 2024 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 8,500 Fairlead Tactical Sector ETF shares in Q1 2024, an estimated $211K.
  • Stock Yards Bank & Trust first reported a position in Fairlead Tactical Sector ETF in Q4 2023 and held it in 1 quarter.
  • Stock Yards Bank & Trust's Fairlead Tactical Sector ETF position peaked at $211K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q1 2024.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2024, filed 29 Apr 2024.