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Capitol Ser Tr Fairlead Tactical Sector Etf shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Capitol Ser Tr Fairlead Tactical Sector Etf (TACK) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Capitol Ser Tr Fairlead Tactical Sector Etf

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All positions including Capitol Ser Tr Fairlead Tactical Sector Etf held by Lokken Investment Group 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 56k 22.66
2023-06-30 $2.8M 120k 23.78
2023-03-31 $2.4M 101k 24.23

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First Tr Exchange-traded Senior Ln Fd (FTSL)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Eli Lilly & Co. (LLY)

View all positions for Lokken Investment Group

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
Citadel Advisors
Janney Montgomery Scott
Kestra Private Wealth Services

View all funds holding Capitol Ser Tr Fairlead Tactical Sector Etf