Castleview Partners’s ATAC Credit Rotation ETF JOJO Stock Holding History

Castleview Partners’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 Q3	–	Sell	-4	Closed	-$60	–	719
2023 Q2	$60	Buy	+4	New	+$59	﹤0.01%	680

Other funds holding JOJO

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

SEA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IPW

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castleview Partners's JOJO Position: Q3 2023 in Review

Castleview Partners sold out of ATAC Credit Rotation ETF (JOJO) in Q3 2023, closing a stake of 4 shares — an estimated $60 sold.

Castleview Partners first reported a position in JOJO in Q2 2023 and held it in 1 quarter. The position peaked at $60 in Q2 2023. 9 funds tracked by Wall St. Rank hold JOJO as of Q3 2023.

Castleview Partners reported no remaining ATAC Credit Rotation ETF position as of Q3 2023 after selling out during the quarter.
Castleview Partners sold 4 ATAC Credit Rotation ETF shares in Q3 2023, an estimated $60.
Castleview Partners first reported a position in ATAC Credit Rotation ETF in Q2 2023 and held it in 1 quarter.
Castleview Partners's ATAC Credit Rotation ETF position peaked at $60 in Q2 2023.
9 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.