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Impact Partnership Wealth’s ATAC Credit Rotation ETF JOJO Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-8,765
Closed -$127K – 460
2024
Q1 		$127K Sell
8,765
-2,520
-22% -$36.9K 0.05% 225
2023
Q4 		$170K Sell
11,285
-5,237
-32% -$74.9K 0.06% 202
2023
Q3 		$229K Buy
16,522
+13,865
+522% +$202K 0.07% 161
2023
Q2 		$39.7K Buy
+2,657
New +$39.4K 0.01% 274

Other funds holding JOJO

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Impact Partnership Wealth's JOJO Position: Q2 2024 in Review

Impact Partnership Wealth sold out of ATAC Credit Rotation ETF (JOJO) in Q2 2024, closing a stake of 8,765 shares — an estimated $127K sold.

Impact Partnership Wealth first reported a position in JOJO in Q2 2023 and held it in 4 quarters. The position peaked at $229K in Q3 2023. 5 funds tracked by Wall St. Rank hold JOJO as of Q2 2024.

  • Impact Partnership Wealth reported no remaining ATAC Credit Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,765 ATAC Credit Rotation ETF shares in Q2 2024, an estimated $127K.
  • Impact Partnership Wealth first reported a position in ATAC Credit Rotation ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's ATAC Credit Rotation ETF position peaked at $229K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.