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Capitol Ser Tr Fairlead Tactical Sector Etf shares owned by Insight Wealth Partners

Quarter-by-quarter ownership of Capitol Ser Tr Fairlead Tactical Sector Etf (TACK) shares owned by Insight Wealth Partners from 13F filings

Historical chart of Insight Wealth Partners investment in Capitol Ser Tr Fairlead Tactical Sector Etf

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr Fairlead Tactical Sector Etf held by Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr Fairlead Tactical Sector Etf by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 48k 26.44
2023-09-30 $955k 42k 22.66
2023-06-30 $940k 40k 23.78

More positions owned by Insight Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Texas Pacific Land Corp (TPL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)
Ishares Tr Tips Bd Etf (TIP)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr National Mun Etf (MUB)

View all positions for Insight Wealth Partners

Top funds holding Capitol Ser Tr Fairlead Tactical Sector Etf

Cary Street Partners Asset Management
UBS Group
Stifel Financial
Mariner Wealth Advisors
Cary Street Partner Investment Advisory
Commonwealth Equity Services
Insight Wealth Partners
FMA Wealth Management
Wealthcare Advisory Partners
Afg Fiduciary Services Limited Partnership
Vantage Financial Partners
HighTower Advisors
Janney Montgomery Scott
Kestra Private Wealth Services
Prospera Financial Services

View all funds holding Capitol Ser Tr Fairlead Tactical Sector Etf