IWC
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Integrated Wealth Concepts’s ATAC Credit Rotation ETF JOJO Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$9.82K Buy
+630
New +$9.84K ﹤0.01% 4569

Other funds holding JOJO

GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's JOJO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ATAC Credit Rotation ETF (JOJO) in Q2 2026: 630 shares worth $9.82K. The stake represents ﹤0.01% of the portfolio and ranks #4569 among its holdings.

4 funds tracked by Wall St. Rank hold JOJO as of Q2 2026.

  • Integrated Wealth Concepts held 630 shares of ATAC Credit Rotation ETF worth $9.82K as of Q2 2026.
  • ATAC Credit Rotation ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • ATAC Credit Rotation ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4569 holding.
  • 4 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.