Purchases and Sales Made in Q2 2025 in Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK) during Q2 2025. The information is specifically focused on institutions that hold shares of CAPITOL SER TR FAIRLEAD TACTIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
123K+ 377.6% |
$3.04M - $3.47M
|
155K
$4.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
26.2KNew |
$648K - $742K
|
26.2K
$751K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.2K+ 6.62% |
$499K - $571K
|
325K
$9.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.3K+ 62.33% |
$304K - $347K
|
32K
$916K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.41KNew |
$183K - $210K
|
7.41K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.1KNew |
$176K - $201K
|
7.1K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.72K+ 3.49% |
$42.6K - $48.7K
|
51K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.27K+ 6.89% |
$31.4K - $35.9K
|
19.7K
$564K
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1.19K+ 0.43% |
$29.4K - $33.6K
|
278K
$7.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 2.06% |
$28.9K - $33.1K
|
58K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
777+ 5.88% |
$19.2K - $22K
|
14K
$400K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
433New |
$10.7K - $12.2K
|
433
$12.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70- 0.51% |
$1.73K - $1.98K
|
13.6K
$388K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-121- 26.48% |
$2.99K - $3.42K
|
336
$9.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.14K- 9.38% |
$28.1K - $32.1K
|
11K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.32K- 71.14% |
$57.3K - $65.5K
|
940
$26.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-4.84K- 20.29% |
$120K - $137K
|
19K
$545K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.19K- 31.83% |
$128K - $147K
|
11.1K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14K- 46.36% |
$347K - $397K
|
16.3K
$465K
|