ZI
JOJO icon

ZEGA Investments’s ATAC Credit Rotation ETF JOJO Stock Holding History

ZEGA Investments’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 		– Sell
-20,576
Closed -$320K – 347
2026
Q1 		$320K Buy
+20,576
New +$324K 0.04% 223

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZEGA Investments's JOJO Position: Q2 2026 in Review

ZEGA Investments sold out of ATAC Credit Rotation ETF (JOJO) in Q2 2026, closing a stake of 20,576 shares — an estimated $320K sold.

ZEGA Investments first reported a position in JOJO in Q1 2026 and held it in 1 quarter. The position peaked at $320K in Q1 2026. 4 funds tracked by Wall St. Rank hold JOJO as of Q2 2026.

  • ZEGA Investments reported no remaining ATAC Credit Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • ZEGA Investments sold 20,576 ATAC Credit Rotation ETF shares in Q2 2026, an estimated $320K.
  • ZEGA Investments first reported a position in ATAC Credit Rotation ETF in Q1 2026 and held it in 1 quarter.
  • ZEGA Investments's ATAC Credit Rotation ETF position peaked at $320K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held ATAC Credit Rotation ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.