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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
2024-06-30 $1.6M 60k 25.96
2024-03-31 $1.5M 56k 26.44
2023-12-31 $1.6M 63k 24.78
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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Vanguard Index Fds Small Cp Etf (VB)
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Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
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Unified Ser Tr Ballast Smlmd Cp (MGMT)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange-traded Cap Strength Etf (FTCS)
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
Stifel Financial
Cary Street Partner Investment Advisory
Mariner Wealth Advisors
Commonwealth Equity Services
Financial Enhancement
Lokken Investment Group
Insight Wealth Partners
FMA Wealth Management
Wealthcare Advisory Partners
Afg Fiduciary Services Limited Partnership
Vantage Financial Partners
HighTower Advisors
Janney Montgomery Scott
Goss Wealth Management

View all funds holding Capitol Ser Tr Fairlead Tactical Sector Etf