UBS Group
TACK icon

UBS Group’s Fairlead Tactical Sector ETF TACK Stock Holding History

UBS Group’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
Q2 		$67M Buy
2,119,603
+189,680
+10% +$5.9M 0.01% 1469
2026
Q1 		$58.7M Buy
1,929,923
+16,013
+0.8% +$494K 0.01% 1486
2025
Q4 		$57.4M Sell
1,913,910
-68,567
-3% -$2.05M 0.01% 1471
2025
Q3 		$59.5M Sell
1,982,477
-5,445
-0.3% -$157K 0.01% 1451
2025
Q2 		$56.1M Buy
1,987,922
+681,547
+52% +$18.6M 0.01% 1409
2025
Q1 		$35.5M Sell
1,306,375
-23,012
-2% -$639K 0.01% 1788
2024
Q4 		$36.4M Sell
1,329,387
-2,476
-0.2% -$70K 0.01% 1749
2024
Q3 		$37.5M Sell
1,331,863
-40,702
-3% -$1.09M 0.01% 1365
2024
Q2 		$35.6M Sell
1,372,565
-7,550
-0.5% -$194K 0.01% 1263
2024
Q1 		$36.5M Buy
1,380,115
+3,028
+0.2% +$76.7K 0.01% 1248
2023
Q4 		$34.1M Sell
1,377,087
-130,966
-9% -$3.07M 0.01% 1217
2023
Q3 		$34.2M Sell
1,508,053
-5,652
-0.4% -$133K 0.01% 1091
2023
Q2 		$36M Sell
1,513,705
-21,030
-1% -$506K 0.01% 1010
2023
Q1 		$37.2M Buy
1,534,735
+74,731
+5% +$1.79M 0.01% 949
2022
Q4 		$34.1M Buy
1,460,004
+635,201
+77% +$14.7M 0.01% 1043
2022
Q3 		$18.4M Buy
+824,803
New +$19.5M 0.01% 1334
2022
Q2 		– Sell
-1,344
Closed -$34K – 10925
2022
Q1 		$34K Buy
+1,344
New +$34K ﹤0.01% 6879

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

UBS Group's TACK Position: Q2 2026 in Review

UBS Group increased its Fairlead Tactical Sector ETF (TACK) stake by 9.8% in Q2 2026, buying an estimated $5.9M and bringing the position to 2,119,603 shares worth $67M. The position accounts for 0.01% of the portfolio, ranked #1469.

UBS Group first reported a position in TACK in Q1 2022 and has held it in 17 quarters since. 39 funds tracked by Wall St. Rank hold TACK as of Q2 2026.

  • UBS Group held 2,119,603 shares of Fairlead Tactical Sector ETF worth $67M as of Q2 2026.
  • UBS Group bought 189,680 Fairlead Tactical Sector ETF shares in Q2 2026, an estimated $5.9M.
  • Fairlead Tactical Sector ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1469 holding.
  • UBS Group first reported a position in Fairlead Tactical Sector ETF in Q1 2022 and has held it in 17 quarters since.
  • 39 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.