CIAS
RORO

Capital Investment Advisory Services’s ATAC US Rotation ETF RORO Stock Holding History

Capital Investment Advisory Services’s Portfolio RORO Stock Details RORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,418
Closed -$247K – 804
2021
Q2 		$247K Buy
10,418
+1,037
+11% +$24K 0.03% 403
2021
Q1 		$209K Buy
+9,381
New +$210K 0.03% 411

Other funds holding RORO

CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Capital Investment Advisory Services's RORO Position: Q3 2021 in Review

Capital Investment Advisory Services sold out of ATAC US Rotation ETF (RORO) in Q3 2021, closing a stake of 10,418 shares — an estimated $247K sold.

Capital Investment Advisory Services first reported a position in RORO in Q1 2021 and held it in 2 quarters. The position peaked at $247K in Q2 2021. 15 funds tracked by Wall St. Rank hold RORO as of Q3 2021.

  • Capital Investment Advisory Services reported no remaining ATAC US Rotation ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 10,418 ATAC US Rotation ETF shares in Q3 2021, an estimated $247K.
  • Capital Investment Advisory Services first reported a position in ATAC US Rotation ETF in Q1 2021 and held it in 2 quarters.
  • Capital Investment Advisory Services's ATAC US Rotation ETF position peaked at $247K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held ATAC US Rotation ETF as of Q3 2021.

Based on Capital Investment Advisory Services's 13F filing for Q3 2021, filed 28 Oct 2021.