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Vantage Financial Partners (Wisconsin)’s Fairlead Tactical Sector ETF TACK Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$242K Sell
8,062
-750
-9% -$22.5K 0.05% 185
2025
Q3 		$264K Sell
8,812
-2,168
-20% -$62.7K 0.06% 177
2025
Q2 		$310K Sell
10,980
-1,137
-9% -$31.1K 0.07% 146
2025
Q1 		$329K Sell
12,117
-5,559
-31% -$154K 0.08% 132
2024
Q4 		$483K Sell
17,676
-1,082
-6% -$30.6K 0.12% 105
2024
Q3 		$528K Sell
18,758
-4,822
-20% -$130K 0.13% 104
2024
Q2 		$612K Sell
23,580
-502
-2% -$12.9K 0.16% 68
2024
Q1 		$637K Sell
24,082
-1,763
-7% -$44.7K 0.17% 67
2023
Q4 		$640K Sell
25,845
-98,451
-79% -$2.31M 0.19% 58
2023
Q3 		$2.82M Sell
124,296
-132,970
-52% -$3.13M 1.11% 20
2023
Q2 		$6.12M Buy
257,266
+6,152
+2% +$148K 2.29% 17
2023
Q1 		$6.08M Buy
251,114
+17,098
+7% +$409K 2.42% 17
2022
Q4 		$5.47M Buy
234,016
+30,461
+15% +$705K 3.26% 11
2022
Q3 		$4.54M Buy
+203,555
New +$4.8M 3.06% 11

Other funds holding TACK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
UBS Group
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
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s TACK Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Fairlead Tactical Sector ETF (TACK) stake by 8.5% in Q4 2025, selling an estimated $22.5K and leaving 8,062 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #185.

Vantage Financial Partners (Wisconsin) first reported a position in TACK in Q3 2022 and has held it in 14 quarters since. The position peaked at $6.12M in Q2 2023. 36 funds tracked by Wall St. Rank hold TACK as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 8,062 shares of Fairlead Tactical Sector ETF worth $242K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 750 Fairlead Tactical Sector ETF shares in Q4 2025, an estimated $22.5K.
  • Fairlead Tactical Sector ETF made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #185 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Fairlead Tactical Sector ETF in Q3 2022 and has held it in 14 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Fairlead Tactical Sector ETF position peaked at $6.12M in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.