AE Wealth Management’s ATAC Credit Rotation ETF JOJO Stock Holding History

AE Wealth Management’s Portfolio JOJO Stock Details JOJO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,522	Closed	-$229K	–	2116
2023 Q3	$229K	Buy	+16,522	New	+$241K	﹤0.01%	1730

Other funds holding JOJO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's JOJO Position: Q4 2023 in Review

AE Wealth Management sold out of ATAC Credit Rotation ETF (JOJO) in Q4 2023, closing a stake of 16,522 shares — an estimated $229K sold.

AE Wealth Management first reported a position in JOJO in Q3 2023 and held it in 1 quarter. The position peaked at $229K in Q3 2023. 9 funds tracked by Wall St. Rank hold JOJO as of Q4 2023.

AE Wealth Management reported no remaining ATAC Credit Rotation ETF position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 16,522 ATAC Credit Rotation ETF shares in Q4 2023, an estimated $229K.
AE Wealth Management first reported a position in ATAC Credit Rotation ETF in Q3 2023 and held it in 1 quarter.
AE Wealth Management's ATAC Credit Rotation ETF position peaked at $229K in Q3 2023.
9 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.