IFP Advisors’s ATAC US Rotation ETF RORO Stock Holding History

IFP Advisors’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
2024 Q2	–	Sell	-500	Closed	-$9.16K	–	3326
2024 Q1	$9.16K	Hold	500	–	–	﹤0.01%	2262
2023 Q4	$8.85K	Hold	500	–	–	﹤0.01%	2234
2023 Q3	$7.64K	Buy	+500	New	+$8.24K	﹤0.01%	2361

Other funds holding RORO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

IFP Advisors's RORO Position: Q2 2024 in Review

IFP Advisors sold out of ATAC US Rotation ETF (RORO) in Q2 2024, closing a stake of 500 shares — an estimated $9.16K sold.

IFP Advisors first reported a position in RORO in Q3 2023 and held it in 3 quarters. The position peaked at $9.16K in Q1 2024. 9 funds tracked by Wall St. Rank hold RORO as of Q2 2024.

IFP Advisors reported no remaining ATAC US Rotation ETF position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 500 ATAC US Rotation ETF shares in Q2 2024, an estimated $9.16K.
IFP Advisors first reported a position in ATAC US Rotation ETF in Q3 2023 and held it in 3 quarters.
IFP Advisors's ATAC US Rotation ETF position peaked at $9.16K in Q1 2024.
9 funds tracked by Wall St. Rank held ATAC US Rotation ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.