CP
RORO

Cumberland Partners’s ATAC US Rotation ETF RORO Stock Holding History

Cumberland Partners’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
-21,100
Closed -$497K – 191
2021
Q4 		$497K Sell
21,100
-42
-0.2% -$1.01K 0.03% 156
2021
Q3 		$485K Sell
21,142
-89
-0.4% -$2.15K 0.04% 153
2021
Q2 		$503K Buy
+21,231
New +$491K 0.04% 147

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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Cumberland Partners's RORO Position: Q1 2022 in Review

Cumberland Partners sold out of ATAC US Rotation ETF (RORO) in Q1 2022, closing a stake of 21,100 shares — an estimated $497K sold.

Cumberland Partners first reported a position in RORO in Q2 2021 and held it in 3 quarters. The position peaked at $503K in Q2 2021. 9 funds tracked by Wall St. Rank hold RORO as of Q1 2022.

  • Cumberland Partners reported no remaining ATAC US Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Cumberland Partners sold 21,100 ATAC US Rotation ETF shares in Q1 2022, an estimated $497K.
  • Cumberland Partners first reported a position in ATAC US Rotation ETF in Q2 2021 and held it in 3 quarters.
  • Cumberland Partners's ATAC US Rotation ETF position peaked at $503K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held ATAC US Rotation ETF as of Q1 2022.

Based on Cumberland Partners's 13F filing for Q1 2022, filed 10 May 2022.