Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Cambridge Investment Research Advisors’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
2024
Q2 		– Sell
-12,400
Closed -$358K – 3411
2024
Q1 		$358K Sell
12,400
-5,130
-29% -$141K ﹤0.01% 2564
2023
Q4 		$463K Sell
17,530
-702
-4% -$18K ﹤0.01% 2243
2023
Q3 		$454K Sell
18,232
-153,918
-89% -$3.97M ﹤0.01% 2160
2023
Q2 		$4.45M Sell
172,150
-11,572
-6% -$294K 0.02% 722
2023
Q1 		$4.62M Sell
183,722
-4,372
-2% -$109K 0.02% 673
2022
Q4 		$4.58M Sell
188,094
-4,279
-2% -$105K 0.02% 644
2022
Q3 		$4.72M Buy
192,373
+13,306
+7% +$338K 0.03% 596
2022
Q2 		$4.6M Sell
179,067
-2,403
-1% -$62.9K 0.02% 619
2022
Q1 		$5.02M Buy
181,470
+10,106
+6% +$285K 0.02% 631
2021
Q4 		$5.18M Buy
171,364
+48
+0% +$1.41K 0.02% 628
2021
Q3 		$4.76M Buy
171,316
+4,483
+3% +$127K 0.02% 634
2021
Q2 		$4.63M Sell
166,833
-697
-0.4% -$19K 0.02% 659
2021
Q1 		$4.39M Buy
167,530
+1,199
+0.7% +$31.1K 0.02% 616
2020
Q4 		$4.17M Sell
166,331
-2,288
-1% -$54.5K 0.02% 590
2020
Q3 		$3.81M Buy
+168,619
New +$3.79M 0.03% 552

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
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cambridge Investment Research Advisors's ROMO Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q2 2024, closing a stake of 12,400 shares — an estimated $358K sold.

Cambridge Investment Research Advisors first reported a position in ROMO in Q3 2020 and held it in 15 quarters. The position peaked at $5.18M in Q4 2021. 12 funds tracked by Wall St. Rank hold ROMO as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,400 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q2 2024, an estimated $358K.
  • Cambridge Investment Research Advisors first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q3 2020 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $5.18M in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.