Wealthcare Advisory Partners
TACK icon

Wealthcare Advisory Partners’s Fairlead Tactical Sector ETF TACK Stock Holding History

Wealthcare Advisory Partners’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
Q3 		$276K Sell
8,796
-948
-10% -$30.5K ﹤0.01% 929
2026
Q2 		$308K Sell
9,744
-683
-7% -$21.2K 0.01% 867
2026
Q1 		$317K Sell
10,427
-5,691
-35% -$176K 0.01% 859
2025
Q4 		$483K Sell
16,118
-483
-3% -$14.5K 0.01% 706
2025
Q3 		$498K Buy
16,601
+344
+2% +$9.9K 0.01% 685
2025
Q2 		$459K Sell
16,257
-14,049
-46% -$384K 0.01% 663
2025
Q1 		$824K Buy
30,306
+126
+0.4% +$3.5K 0.02% 481
2024
Q4 		$825K Sell
30,180
-913
-3% -$25.8K 0.02% 466
2024
Q3 		$875K Sell
31,093
-864
-3% -$23.2K 0.02% 451
2024
Q2 		$830K Buy
31,957
+71
+0.2% +$1.83K 0.03% 435
2024
Q1 		$843K Buy
31,886
+175
+0.6% +$4.44K 0.03% 416
2023
Q4 		$786K Buy
31,711
+117
+0.4% +$2.75K 0.03% 379
2023
Q3 		$716K Sell
31,594
-1,439
-4% -$33.9K 0.03% 349
2023
Q2 		$785K Buy
33,033
+401
+1% +$9.6K 0.04% 344
2023
Q1 		$791K Buy
32,632
+2,962
+10% +$70.9K 0.03% 340
2022
Q4 		$694K Buy
29,670
+2,606
+10% +$60.3K 0.03% 343
2022
Q3 		$604K Buy
27,064
+3,109
+13% +$73.4K 0.03% 314
2022
Q2 		$567K Buy
+23,955
New +$588K 0.03% 299

Other funds holding TACK

Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
AFG Fiduciary Services
AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $185M AUM 41.39% 1-Year Est. Return

Wealthcare Advisory Partners's TACK Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Fairlead Tactical Sector ETF (TACK) stake by 9.7% in Q3 2026, selling an estimated $30.5K and leaving 8,796 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Wealthcare Advisory Partners first reported a position in TACK in Q2 2022 and has held it in 18 quarters since. The position peaked at $875K in Q3 2024. 11 funds tracked by Wall St. Rank hold TACK as of Q3 2026.

  • Wealthcare Advisory Partners held 8,796 shares of Fairlead Tactical Sector ETF worth $276K as of Q3 2026.
  • Wealthcare Advisory Partners sold 948 Fairlead Tactical Sector ETF shares in Q3 2026, an estimated $30.5K.
  • Fairlead Tactical Sector ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #929 holding.
  • Wealthcare Advisory Partners first reported a position in Fairlead Tactical Sector ETF in Q2 2022 and has held it in 18 quarters since.
  • Wealthcare Advisory Partners's Fairlead Tactical Sector ETF position peaked at $875K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Fairlead Tactical Sector ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.