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Portfolio (Quarterly) Guide ↗

Tactive Advisors, LLC

· CIK 0002002409
13F Portfolio $406M AUM 282 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 131 Added 81 Reduced 36 Exited
Page 14 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 13,403.0 $204K 0.05% -164.0 -1.2% $15.20 -0.1%
262 ENS ENERSYS Industrials 865.0 $202K 0.05% NEW $233.82 -13.5%
263 BKD BROOKDALE SR LIVING INC Healthcare 11,900.0 $191K 0.05% NEW $16.09 -24.0%
264 TDAY USA TODAY CO INC Communication Services 21,845.0 $187K 0.05% -4K -14.3% $8.55 -16.1%
265 AVK ADVENT CONV & INCOME FD Financial Services 14,172.0 $186K 0.05% +172.0 +1.2% $13.10 -2.6%
266 NFLU ETF OPPORTUNITIES TRUST 11,250.0 $186K 0.05% +2K +28.6% $16.50 +9.3%
267 MSC INCOME FUND INC 15,240.0 $176K 0.04% NEW $11.57
268 XPERI INC 17,501.0 $144K 0.04% +1K +7.6% $8.23
269 EVF EATON VANCE SR INCOME TR Financial Services 25,589.0 $127K 0.03% $4.98 +0.2%
270 BRW SABA CAPITAL INCOME & OPRNT Financial Services 18,535.0 $122K 0.03% -150.0 -0.8% $6.57 -0.3%
271 BLACKROCK TECH AND PRIVATE E 13,214.0 $119K 0.03% +99.0 +0.8% $9.03
272 PCF HIGH INCOME SECS FD Financial Services 21,226.0 $116K 0.03% +219.0 +1.0% $5.47 +0.4%
273 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 14,107.0 $111K 0.03% +1K +10.3% $7.86 +5.9%
274 EHI WESTERN ASSET GBL HIGH INC F Financial Services 18,294.0 $109K 0.03% +487.0 +2.7% $5.96 -2.0%
275 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 15,996.0 $98K 0.02% $6.12 -1.5%
276 MCN XAI MADISON EQUITY PREMIUM I Financial Services 16,958.0 $94K 0.02% +5K +40.1% $5.52 +1.8%
277 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 13,265.0 $91K 0.02% -225.0 -1.7% $6.83 -1.9%
278 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 15,138.0 $84K 0.02% -216.0 -1.4% $5.58 -7.0%
279 NNDM NANO DIMENSION LTD Technology 52,429.0 $76K 0.02% -518K -90.8% $1.45 +9.7%
280 GAB GABELLI EQUITY TR INC Financial Services 12,976.0 $73K 0.02% -2K -14.4% $5.66 +1.6%
Page 14 of 15  ·  282 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Financial Services 23.9%
Industrials 18.4%
Communication Services 6.7%
Consumer Cyclical 6.7%
Energy 2.8%
Healthcare 2.3%
Basic Materials 1.3%
Utilities 1.1%
Consumer Defensive 1.0%