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ATAC Credit Rotation ETF (JOJO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for ATAC Credit Rotation ETF (NYSEARCA:JOJO)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.12M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$1.18M
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JOJO Institutional Buying and Selling by Quarter

ATAC Credit Rotation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Stegent Equity Advisors Inc.11,035$160K0.2%-40.6%4.904%
2/5/2024 Stegent Equity Advisors Inc.18,590$281K0.3%-60.7%5.311%
10/25/2023 Stegent Equity Advisors Inc.47,363$657K0.8%-40.7%13.532%
10/17/2023Impact Partnership Wealth LLC16,522$229K0.1%+521.8%4.721%
10/11/2023AE Wealth Management LLC16,522$229K0.0%N/A4.721%
8/7/2023 Stegent Equity Advisors Inc.79,841$1.19M1.3%-13.2%22.812%
7/17/2023Impact Partnership Wealth LLC2,657$40K0.0%N/A0.699%
5/23/2023Toroso Investments LLC90,565$1.35M0.0%+96.0%25.876%
4/18/2023 Stegent Equity Advisors Inc.92,014$1.37M1.4%-7.7%28.754%
2/2/2023 Stegent Equity Advisors Inc.99,726$1.46M1.7%-25.9%31.164%
11/23/2022Toroso Investments LLC37,945$543K0.0%-27.1%10.841%
10/21/2022 Stegent Equity Advisors Inc.134,672$1.93M2.9%-23.4%35.440%
4/25/2022 Stegent Equity Advisors Inc.187,332$3.31M2.8%+14.0%37.466%
2/8/2022 Stegent Equity Advisors Inc.164,345$3.20M2.6%N/A29.881%
(Data available from 1/1/2016 forward)

JOJO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JOJO shares?

During the previous two years, the following institutional investors and hedge funds held shares of ATAC Credit Rotation ETF shares: Toroso Investments LLC ($1.35M), Impact Partnership Wealth LLC ($229K), and AE Wealth Management LLC ($229K), Stegent Equity Advisors Inc. ($160K).Learn more on JOJO's institutional investors.

Which institutional investors have been buying ATAC Credit Rotation ETF stock?

The following institutional investors have purchased ATAC Credit Rotation ETF stock in the last 24 months: Toroso Investments LLC ($44.35K), AE Wealth Management LLC ($16.52K), and Impact Partnership Wealth LLC ($16.52K).

How much institutional buying is happening at ATAC Credit Rotation ETF?

Institutional investors have bought a total of 77,392 shares in the last 24 months. This purchase volume represents approximately $1.12M in transactions.

Which ATAC Credit Rotation ETF major shareholders have been selling company stock?

The following institutional investors have sold ATAC Credit Rotation ETF stock in the last 24 months: Stegent Equity Advisors Inc. ($164.76K), and Toroso Investments LLC ($14.12K).

How much institutional selling is happening at ATAC Credit Rotation ETF?

Institutional investors have sold a total of 178,884 shares in the last 24 months. This volume of shares sold represents approximately $2.60M in transactions.


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This page (NYSEARCA:JOJO) was last updated on 5/3/2024 by MarketBeat.com Staff

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