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Capitol Ser Tr Fairlead Tactical Sector Etf shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Capitol Ser Tr Fairlead Tactical Sector Etf (TACK) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors 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 Evernest Financial Advisors 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 293k 30.01

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

Top funds holding Capitol Ser Tr Fairlead Tactical Sector Etf

Cary Street Partners Financial
UBS Group
Stifel Financial
Mariner Wealth Advisors
NBZ Investment Advisors
Evernest Financial Advisors
Ameriprise Financial
Cambridge Investment Research Advisors
HighTower Advisors
Commonwealth Equity Services
Mission Wealth Management
Goss Wealth Management
Insight Wealth Partners
Captrust Financial Advisors
FMA Wealth Management

View all funds holding Capitol Ser Tr Fairlead Tactical Sector Etf