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Arete Wealth Advisors’s RUM Group Inc RUM Stock Holding History

Arete Wealth Advisors’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,100
Closed -$89K – 654
2025
Q4 		$89K Sell
14,100
-4,730
-25% -$32.4K 0.01% 746
2025
Q3 		$136K Buy
+18,830
New +$154K 0.01% 741
2025
Q2 		– Sell
-79,000
Closed -$559K – 798
2025
Q1 		$559K Sell
79,000
-116,280
-60% -$1.21M 0.04% 357
2024
Q4 		$2.54M Buy
+195,280
New +$1.39M 0.18% 115

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Arete Wealth Advisors's RUM Position: Q1 2026 in Review

Arete Wealth Advisors sold out of RUM Group Inc (RUM) in Q1 2026, closing a stake of 14,100 shares — an estimated $89K sold.

Arete Wealth Advisors first reported a position in RUM in Q4 2024 and held it in 4 quarters. The position peaked at $2.54M in Q4 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Arete Wealth Advisors reported no remaining RUM Group Inc position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 14,100 RUM Group Inc shares in Q1 2026, an estimated $89K.
  • Arete Wealth Advisors first reported a position in RUM Group Inc in Q4 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's RUM Group Inc position peaked at $2.54M in Q4 2024.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.