IFAM
RORO

Institutional & Family Asset Management’s ATAC US Rotation ETF RORO Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-250
Closed -$6K – 1002
2021
Q1 		$6K Buy
+250
New +$5.6K ﹤0.01% 665

Other funds holding RORO

CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 $9.1B AUM 32.09% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Institutional & Family Asset Management's RORO Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of ATAC US Rotation ETF (RORO) in Q2 2021, closing a stake of 250 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in RORO in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 12 funds tracked by Wall St. Rank hold RORO as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining ATAC US Rotation ETF position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 250 ATAC US Rotation ETF shares in Q2 2021, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in ATAC US Rotation ETF in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's ATAC US Rotation ETF position peaked at $6K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held ATAC US Rotation ETF as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.