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Capitol Ser Tr Fairlead Tactical Sector Etf shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth 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 NewEdge Wealth 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 NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $606k 24k 24.78
2023-09-30 $1.0M 45k 22.66
2023-06-30 $1.4M 60k 23.77
2023-03-31 $1.6M 68k 24.23
2022-12-31 $1.6M 69k 23.38

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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