Wealth Enhancement Advisory Services’s Fairlead Tactical Sector ETF TACK Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	–	Sell	-7,411	Closed	-$211K	–	3700
2025 Q2	$211K	Buy	+7,411	New	+$202K	﹤0.01%	2947
2025 Q1	–	Sell	-7,908	Closed	-$216K	–	3155
2024 Q4	$216K	Buy	7,908 +101	+1%	+$2.85K	﹤0.01%	2639
2024 Q3	$220K	Buy	7,807 +40	+0.5%	+$1.08K	﹤0.01%	2395
2024 Q2	$202K	Sell	7,767 -770	-9%	-$19.8K	﹤0.01%	2295
2024 Q1	$226K	Buy	+8,537	New	+$216K	﹤0.01%	2115

Other funds holding TACK

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

NIA

NBZ Investment Advisors Knoxville, Tennessee $256M AUM 18.81% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's TACK Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Fairlead Tactical Sector ETF (TACK) in Q3 2025, closing a stake of 7,411 shares — an estimated $211K sold.

Wealth Enhancement Advisory Services first reported a position in TACK in Q1 2024 and held it in 5 quarters. The position peaked at $226K in Q1 2024. 38 funds tracked by Wall St. Rank hold TACK as of Q3 2025.

Wealth Enhancement Advisory Services reported no remaining Fairlead Tactical Sector ETF position as of Q3 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 7,411 Fairlead Tactical Sector ETF shares in Q3 2025, an estimated $211K.
Wealth Enhancement Advisory Services first reported a position in Fairlead Tactical Sector ETF in Q1 2024 and held it in 5 quarters.
Wealth Enhancement Advisory Services's Fairlead Tactical Sector ETF position peaked at $226K in Q1 2024.
38 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.