Belpointe Asset Management’s ATAC Credit Rotation ETF JOJO Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-505	Closed	-$7.5K	–	2019
2023 Q1	$7.5K	Buy	505 +4	+0.8%	+$61	﹤0.01%	2861
2022 Q4	$7.35K	Buy	+501	New	+$7.52K	﹤0.01%	2765

Other funds holding JOJO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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

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

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

IPW

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

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Belpointe Asset Management's JOJO Position: Q2 2023 in Review

Belpointe Asset Management sold out of ATAC Credit Rotation ETF (JOJO) in Q2 2023, closing a stake of 505 shares — an estimated $7.5K sold.

Belpointe Asset Management first reported a position in JOJO in Q4 2022 and held it in 2 quarters. The position peaked at $7.5K in Q1 2023. 7 funds tracked by Wall St. Rank hold JOJO as of Q2 2023.

Belpointe Asset Management reported no remaining ATAC Credit Rotation ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 505 ATAC Credit Rotation ETF shares in Q2 2023, an estimated $7.5K.
Belpointe Asset Management first reported a position in ATAC Credit Rotation ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's ATAC Credit Rotation ETF position peaked at $7.5K in Q1 2023.
7 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.