Morgan Stanley’s ATAC Credit Rotation ETF JOJO Stock Holding History

Morgan Stanley’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	$17	Hold	1	–	–	﹤0.01%	8305
2026 Q1	$18	Hold	1	–	–	﹤0.01%	8175
2025 Q4	$25	Buy	+1	New	+$16	﹤0.01%	8046
2025 Q3	–	Sell	-1	Closed	-$17	–	8265
2025 Q2	$17	Hold	1	–	–	﹤0.01%	8009
2025 Q1	$26	Sell	1 -1	-50%	-$15	﹤0.01%	7912
2024 Q4	$41	Buy	+2	New	+$29	﹤0.01%	7680
2024 Q1	–	Sell	-2	Closed	-$58	–	7912
2023 Q4	$58	Sell	2 -29,799	-100%	-$426K	﹤0.01%	7628
2023 Q3	$414K	Buy	+29,801	New	+$435K	﹤0.01%	5252

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley's JOJO Position: Q2 2026 in Review

Morgan Stanley held its ATAC Credit Rotation ETF (JOJO) position steady in Q2 2026 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #8305.

Morgan Stanley first reported a position in JOJO in Q3 2023 and has held it in 8 quarters since. The position peaked at $414K in Q3 2023. 4 funds tracked by Wall St. Rank hold JOJO as of Q2 2026.

Morgan Stanley held 1 share of ATAC Credit Rotation ETF worth $17 as of Q2 2026.
Morgan Stanley left its ATAC Credit Rotation ETF share count unchanged in Q2 2026.
ATAC Credit Rotation ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8305 holding.
Morgan Stanley first reported a position in ATAC Credit Rotation ETF in Q3 2023 and has held it in 8 quarters since.
Morgan Stanley's ATAC Credit Rotation ETF position peaked at $414K in Q3 2023.
4 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.