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Avior Wealth Management’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Avior Wealth Management’s Portfolio ROMO Stock Details ROMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,201
Closed -$101K – 1991
2024
Q4 		$101K Hold
3,201
– – ﹤0.01% 892
2024
Q3 		$101K Sell
3,201
-436
-12% -$13.2K ﹤0.01% 887
2024
Q2 		$109K Sell
3,637
-382
-10% -$11K ﹤0.01% 837
2024
Q1 		$116K Buy
+4,019
New +$111K 0.01% 903

Other funds holding ROMO

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return

Avior Wealth Management's ROMO Position: Q1 2025 in Review

Avior Wealth Management sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q1 2025, closing a stake of 3,201 shares — an estimated $101K sold.

Avior Wealth Management first reported a position in ROMO in Q1 2024 and held it in 4 quarters. The position peaked at $116K in Q1 2024. 12 funds tracked by Wall St. Rank hold ROMO as of Q1 2025.

  • Avior Wealth Management reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,201 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q1 2025, an estimated $101K.
  • Avior Wealth Management first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $116K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.