Clay Northam Wealth Management’s ATAC US Rotation ETF RORO Stock Holding History

Clay Northam Wealth Management’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
2022 Q1	–	Sell	-13,815	Closed	-$325K	–	91
2021 Q4	$325K	Buy	+13,815	New	+$331K	0.31%	61

Other funds holding RORO

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

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

Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return

Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Clay Northam Wealth Management's RORO Position: Q1 2022 in Review

Clay Northam Wealth Management sold out of ATAC US Rotation ETF (RORO) in Q1 2022, closing a stake of 13,815 shares — an estimated $325K sold.

Clay Northam Wealth Management first reported a position in RORO in Q4 2021 and held it in 1 quarter. The position peaked at $325K in Q4 2021. 9 funds tracked by Wall St. Rank hold RORO as of Q1 2022.

Clay Northam Wealth Management reported no remaining ATAC US Rotation ETF position as of Q1 2022 after selling out during the quarter.
Clay Northam Wealth Management sold 13,815 ATAC US Rotation ETF shares in Q1 2022, an estimated $325K.
Clay Northam Wealth Management first reported a position in ATAC US Rotation ETF in Q4 2021 and held it in 1 quarter.
Clay Northam Wealth Management's ATAC US Rotation ETF position peaked at $325K in Q4 2021.
9 funds tracked by Wall St. Rank held ATAC US Rotation ETF as of Q1 2022.

Based on Clay Northam Wealth Management's 13F filing for Q1 2022, filed 22 Apr 2022.