Who owns CAPITOL SER TR FAIRLEAD TACTICAL SECTOR ETF?
- Ticker: TACK
- CUSIP Number: 14064d550
Tip: Access positions for across all investors
Analyze quarterly positions in Capitol Ser Tr Fairlead Tactical Sector Etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Capitol Ser Tr Fairlead Tactical Sector Etf stock
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 |
|
| Stifel Financial | 550k | $14M | -27% | Jun 2024 |
|
| Cary Street Partner Investment Advisory | 474k | $13M | 13% | Sep 2024 |
|
| Mariner Wealth Advisors | 359k | $10M | -21% | Sep 2024 |
|
| Commonwealth Equity Services | 291k | $8.2M | 4% | Sep 2024 |
|
| Financial Enhancement | 249k | $6.0M | 100% | Sep 2024 |
|
| Lokken Investment Group | 61k | $1.7M | 1% | Sep 2024 |
|
| Insight Wealth Partners | 52k | $1.5M | 2% | Sep 2024 |
|
| FMA Wealth Management | 49k | $1.4M | 7% | Sep 2024 |
|
| Wealthcare Advisory Partners | 31k | $875k | -3% | Sep 2024 |
|
| Afg Fiduciary Services Limited Partnership | 24k | $689k | -2% | Sep 2024 |
|
| Vantage Financial Partners | 19k | $528k | -20% | Sep 2024 |
|
| HighTower Advisors | 16k | $422k | -1% | Jun 2024 |
|
| Janney Montgomery Scott | 14k | $402k | -1% | Sep 2024 |
|
| Goss Wealth Management | 14k | $350k | 100% | Jun 2024 |
|
| Cannon Advisors | 14k | $378k | 100% | Sep 2024 |
|
| Atria Wealth Solutions | 12k | $348k | 0% | Sep 2024 |
|
| Cetera Investment Advisers | 10k | $262k | 0% | Jun 2024 |
|
| Kestra Private Wealth Services | 9.1k | $257k | -2% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 7.8k | $202k | -9% | Jun 2024 |
|
| Citadel Advisors | 7.6k | $214k | 100% | Sep 2024 |
|
| Wells Fargo & Company | 5.0k | $140k | 58% | Sep 2024 |
|
| IFP Advisors | 3.6k | $92k | 0% | Jun 2024 |
|
| Morgan Stanley | 416.00 | $13k | 0% | Jun 2024 |
|
| Deane Retirement Strategies | 378.00 | $11k | 100% | Sep 2024 |
|
| Jaffetilchin Investment Partners | 235.00 | $6.6k | 100% | Sep 2024 |
|
| FNY Investment Advisers | 50.00 | $1.0k | 100% | Sep 2024 |
|
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 |
| Glass Jacobson Investment Advisors | Jun 2024 | 15.00 | $391.000500 |