Financial Advocates Investment Management’s ATAC US Rotation ETF RORO Stock Holding History

Financial Advocates Investment 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 Q4	–	Sell	-45,564	Closed	-$2.64M	–	846
2022 Q3	$2.64M	Buy	+45,564	New	+$656K	0.22%	124
2022 Q1	–	Sell	-22,566	Closed	-$1.17M	–	802
2021 Q4	$1.17M	Buy	+22,566	New	+$541K	0.07%	296

Other funds holding RORO

VWA

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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

Financial Advocates Investment Management's RORO Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of ATAC US Rotation ETF (RORO) in Q4 2022, closing a stake of 45,564 shares — an estimated $2.64M sold.

Financial Advocates Investment Management first reported a position in RORO in Q4 2021 and held it in 2 quarters. The position peaked at $2.64M in Q3 2022. 4 funds tracked by Wall St. Rank hold RORO as of Q4 2022.

Financial Advocates Investment Management reported no remaining ATAC US Rotation ETF position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 45,564 ATAC US Rotation ETF shares in Q4 2022, an estimated $2.64M.
Financial Advocates Investment Management first reported a position in ATAC US Rotation ETF in Q4 2021 and held it in 2 quarters.
Financial Advocates Investment Management's ATAC US Rotation ETF position peaked at $2.64M in Q3 2022.
4 funds tracked by Wall St. Rank held ATAC US Rotation ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.