Who owns CAPITOL SER TR FAIRLEAD TACTICAL SECTOR ETF?
- Ticker: TACK
- CUSIP Number: 14064d550
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Analyze quarterly positions in Capitol Ser Tr Fairlead Tactical Sector Etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold CAPITOL SER TR FAIRLEAD TACTICAL SECTOR ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Cary Street Partners Asset Management | 2.5M | $70M | 1% | Sep 2024 |
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Stifel Financial | 550k | $14M | -27% | Jun 2024 |
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Cary Street Partner Investment Advisory | 474k | $13M | 13% | Sep 2024 |
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Mariner Wealth Advisors | 359k | $10M | -21% | Sep 2024 |
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Commonwealth Equity Services | 291k | $8.2M | 4% | Sep 2024 |
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Financial Enhancement | 249k | $6.0M | 100% | Sep 2024 |
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Lokken Investment Group | 61k | $1.7M | 1% | Sep 2024 |
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Insight Wealth Partners | 52k | $1.5M | 2% | Sep 2024 |
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FMA Wealth Management | 49k | $1.4M | 7% | Sep 2024 |
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Wealthcare Advisory Partners | 31k | $875k | -3% | Sep 2024 |
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Afg Fiduciary Services Limited Partnership | 24k | $689k | -2% | Sep 2024 |
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Vantage Financial Partners | 19k | $528k | -20% | Sep 2024 |
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HighTower Advisors | 16k | $422k | -1% | Jun 2024 |
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Janney Montgomery Scott | 14k | $402k | -1% | Sep 2024 |
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Goss Wealth Management | 14k | $350k | 100% | Jun 2024 |
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Cannon Advisors | 14k | $378k | 100% | Sep 2024 |
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Atria Wealth Solutions | 12k | $348k | 0% | Sep 2024 |
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Cetera Investment Advisers | 10k | $262k | 0% | Jun 2024 |
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Kestra Private Wealth Services | 9.1k | $257k | -2% | Sep 2024 |
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Wealth Enhancement Advisory Services | 7.8k | $202k | -9% | Jun 2024 |
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Citadel Advisors | 7.6k | $214k | 100% | Sep 2024 |
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Wells Fargo & Company | 5.0k | $140k | 58% | Sep 2024 |
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IFP Advisors | 3.6k | $92k | 0% | Jun 2024 |
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Morgan Stanley | 416.00 | $13k | 0% | Jun 2024 |
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Deane Retirement Strategies | 378.00 | $11k | 100% | Sep 2024 |
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Jaffetilchin Investment Partners | 235.00 | $6.6k | 100% | Sep 2024 |
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FNY Investment Advisers | 50.00 | $1.0k | 100% | Sep 2024 |
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Who sold out of Capitol Ser Tr Fairlead Tactical Sector Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Susquehanna International | Jun 2024 | 9.8k | $253k |
NewEdge Wealth | Jun 2024 | 9.1k | $237k |