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Root Financial Partners’s ATAC Credit Rotation ETF JOJO Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-2,300
Closed -$35.5K – 2488
2025
Q3 		$35.5K Buy
+2,300
New +$35.2K ﹤0.01% 810

Other funds holding JOJO

GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's JOJO Position: Q4 2025 in Review

Root Financial Partners sold out of ATAC Credit Rotation ETF (JOJO) in Q4 2025, closing a stake of 2,300 shares — an estimated $35.5K sold.

Root Financial Partners first reported a position in JOJO in Q3 2025 and held it in 1 quarter. The position peaked at $35.5K in Q3 2025. 6 funds tracked by Wall St. Rank hold JOJO as of Q4 2025.

  • Root Financial Partners reported no remaining ATAC Credit Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 2,300 ATAC Credit Rotation ETF shares in Q4 2025, an estimated $35.5K.
  • Root Financial Partners first reported a position in ATAC Credit Rotation ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's ATAC Credit Rotation ETF position peaked at $35.5K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.