WWA
RORO

WCG Wealth Advisors’s ATAC US Rotation ETF RORO Stock Holding History

WCG Wealth Advisors’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
2024
Q1 		– Sell
-65,708
Closed -$1.16M – 298
2023
Q4 		$1.16M Buy
+65,708
New +$1.06M 0.09% 186

Other funds holding RORO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCG Wealth Advisors's RORO Position: Q1 2024 in Review

WCG Wealth Advisors sold out of ATAC US Rotation ETF (RORO) in Q1 2024, closing a stake of 65,708 shares — an estimated $1.16M sold.

WCG Wealth Advisors first reported a position in RORO in Q4 2023 and held it in 1 quarter. The position peaked at $1.16M in Q4 2023. 8 funds tracked by Wall St. Rank hold RORO as of Q1 2024.

  • WCG Wealth Advisors reported no remaining ATAC US Rotation ETF position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 65,708 ATAC US Rotation ETF shares in Q1 2024, an estimated $1.16M.
  • WCG Wealth Advisors first reported a position in ATAC US Rotation ETF in Q4 2023 and held it in 1 quarter.
  • WCG Wealth Advisors's ATAC US Rotation ETF position peaked at $1.16M in Q4 2023.
  • 8 funds tracked by Wall St. Rank held ATAC US Rotation ETF as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.