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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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.