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Capitol Ser Tr Fairlead Tactical Sector Etf shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $257k 10k 24.78
2023-09-30 $232k 10k 22.66

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

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
FMA Wealth Management
Wealthcare Advisory Partners
Afg Fiduciary Services Limited Partnership
Vantage Financial Partners
NewEdge Wealth
HighTower Advisors
Janney Montgomery Scott
Wells Fargo & Company
Kestra Private Wealth Services

View all funds holding Capitol Ser Tr Fairlead Tactical Sector Etf