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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
2025
Q4 		– Sell
-18,830
Closed -$136K – 675
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 $9.31B AUM 73.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arete Wealth Advisors's RUM Position: Q4 2025 in Review

Arete Wealth Advisors sold out of RUM Group Inc (RUM) in Q4 2025, closing a stake of 18,830 shares — an estimated $136K sold.

Arete Wealth Advisors first reported a position in RUM in Q4 2024 and held it in 3 quarters. The position peaked at $2.54M in Q4 2024. 213 funds tracked by Wall St. Rank hold RUM as of Q4 2025.

  • Arete Wealth Advisors reported no remaining RUM Group Inc position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,830 RUM Group Inc shares in Q4 2025, an estimated $136K.
  • Arete Wealth Advisors first reported a position in RUM Group Inc in Q4 2024 and held it in 3 quarters.
  • Arete Wealth Advisors's RUM Group Inc position peaked at $2.54M in Q4 2024.
  • 213 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.