Federation des caisses Desjardins du Quebec’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History

Federation des caisses Desjardins du Quebec’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
2023 Q1	–	Sell	-480	Closed	-$11.6K	–	2387
2022 Q4	$11.6K	Hold	480	–	–	﹤0.01%	1834
2022 Q3	$11.8K	Buy	+480	New	+$12.2K	﹤0.01%	1869
2022 Q1	–	Sell	-586	Closed	-$17.7K	–	2603
2021 Q4	$17.7K	Sell	586 -201	-26%	-$5.9K	﹤0.01%	1872
2021 Q3	$21.9K	Hold	787	–	–	﹤0.01%	1829
2021 Q2	$21.8K	Buy	+787	New	+$21.5K	﹤0.01%	1836

Other funds holding ROMO

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's ROMO Position: Q1 2023 in Review

Federation des caisses Desjardins du Quebec sold out of Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) in Q1 2023, closing a stake of 480 shares — an estimated $11.6K sold.

Federation des caisses Desjardins du Quebec first reported a position in ROMO in Q2 2021 and held it in 5 quarters. The position peaked at $21.9K in Q3 2021. 9 funds tracked by Wall St. Rank hold ROMO as of Q1 2023.

Federation des caisses Desjardins du Quebec reported no remaining Strategy Shares Newfound/ReSolve Robust Momentum ETF position as of Q1 2023 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 480 Strategy Shares Newfound/ReSolve Robust Momentum ETF shares in Q1 2023, an estimated $11.6K.
Federation des caisses Desjardins du Quebec first reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF in Q2 2021 and held it in 5 quarters.
Federation des caisses Desjardins du Quebec's Strategy Shares Newfound/ReSolve Robust Momentum ETF position peaked at $21.9K in Q3 2021.
9 funds tracked by Wall St. Rank held Strategy Shares Newfound/ReSolve Robust Momentum ETF as of Q1 2023.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2023, filed 15 Aug 2024.